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Susan Updated; January 23, 2016

Saving Your Client Files

It is rare that client files are lost during new version updates (12 12 12 and up) but you should do a client back up to prevent permanent loss. It is highly recommended that you save these to an external place (flash drive) in case you ever have a problem with your current computer and need to reinstall the windows O/S or have to install on a new computer. You would then be able to insert your last saved client list.

Step by Step Instructions

Once you have made the choice you will see that your client list being scrolled through.

Make sure you wait until this process finishes and you receive the message that the ‘ Backup is Complete’.

Restoring Client Files

To Restore your client list you take very similar steps.

Note: You cannot merge client files. For example if you had to install on a new computer and you had already entered one or more clients before you restored a previous client back up list, it will write over those new clients.

Susan Harms

Mon-Fri 8-4 MST

800-388-2033 ext 1

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