Backup/Check Out dialog

Show expandable text

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

The left pane displays all items that are available to be backed up or checked out. The content of the pane varies depending on the tab that is selected.

  • Clients - This tab lists all plans and details about those plans.
  • Reports, Graphs & Letters - This tab lists custom reports, report layouts, report sets, graphs, and letter templates. Mark or clear the checkboxes in the Select From group box to refine the list of available items.
  • Preparer Options - This tab lists the preparers whose options are available to be backed up.
  • Other - This tab lists Watch Window templates and an item for federal interest rates. Mark or clear the checkboxes in the Select From group box to refine the list of available items.

Note: If an item is checked out, the name of the preparer to whom it is checked out is displayed in the Checked Out By column and the date the item was checked out is displayed in the Date column.

Selected Items group box

This group box lists all items that are selected to be backed up or checked out.

Notes

  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is the same preparer selected in Check out by field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in Check out by field.

Select the name of the preparer to whom items will be checked out.

Notes

  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is the same preparer selected in Check out by field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in Check out by field.

Mark the checkbox next to a selected item that you want to check out.

Notes

  • An item cannot be checked out to more than one preparer at a time.
  • An item name is displayed in blue in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is the same preparer selected in Check out by field. An item name is displayed in red in the Selected Items list if the item is already checked out and the preparer listed in the Checked Out By column is not the preparer selected in Check out by field.

Other fields & buttons

Click this button to select all items listed in all tabs.

Was this article helpful?

Thank you for the feedback!