Practice CS
You can restore the Practice CS Setup database to help you with some initial setup items. The Setup database includes everything that is in the Sample database except for Clients, Staff, WIP, and A/R transactions.
The Setup database can only be added as a new firm and it cannot be merged with existing Practice CS data.
To restore the Setup database, follow the steps below.
If you are on Virtual Office or SaaS and would like the Setup database restored, contact Support.
- Go to the server where the SQL data resides.
- Open any firm database in Practice CS. Use the Staff ID ADMIN and the corresponding password.
- Choose File > Restore.
- Browse to the location where you saved the Practice CS Product Download folder. This folder is created when you run the practicecsdownload.exe file from My Product Downloads. The default location is C:\Practice CS 20XX.X.X Download.
- Inside the Practice CS 20XX.X.X Download folder, click the Data folder and then Click OK.
- Enter a New Firm Name.
- Choose the Setupdatabase.bdf from the list and click OK.
Was this article helpful?
Thank you for the feedback!
|
Get the most out of your Thomson Reuters Tax & Accounting products. Our continued learning packages will teach you how to better use the tools you already own, while earning CPE credit. Learn more. |
|
|
|
Chat - Best option for simple questions Call us at +1 800 968 0600. You might like to see our hours and menu options before calling |
For Virtual Office / SaaS firms, submit a request using the form found in Virtual Office CS SQL restore request. Explain in the Notes field that the firm would like the Setup database restored for Practice CS. CPT has a copy of the setupdatabase.bdf file so you don't need to provide the actual file.