Backup/Check Out dialog

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Use the Backup/Check Out dialog to back up (archive) and/or check out plan data and other items to a Planner CS backup file (*.bck). Among the items are custom reports, report layouts, report sets, graphs, letter templates, preparer options, Watch Window templates, and federal interest rates. The check out feature is useful if you want to take files to an off-site location and do not want anyone to modify the items while you have them checked out.

Note: Not all of the items that can be backed up can also be checked out. If an item can be checked out, a checkbox will be available in the C/O column when the item is selected.

To open this dialog, choose File > Backup.

Special information

Backing up or checking out data and other items

Restoring or checking in data and other items

Fields & buttons

Selected Items group box

Other fields & buttons

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