If your Company is not already open, Open your Company

Once your Company is open;

  1. Select UtilitiesRestore Data from Accountant.
  2. An alert will display: The Restore process will overwrite the current company data. Do you wish to continue?
  3. Select Yes.
  4. Choose the location of the backup you wish to restore (e.g. USB STICK or EXTERNAL HARD DRIVE).
  5. Select Open.
  6. Select the Backup you wish to restore (eg. 2020-01-28 10-43 PRACTICE COMPANY.zip)
  7. Select Open.
    1. If the Open Company does not match the Company details you are restoring, An alert will display: The selected Restore file does not match the currently open company. Please select an option.
      1. Select Create New Company.
      2. Click Click Here to Continue.
  8. The restoration procedure will be automatically processed and once complete, Open your Company.
Revision: 7
Last modified: Mar 24, 2023