How do I create a backup or restore a backup of my CCH® ProSystem fx® Trial Balance company?

To Create a Backup

  1. Open Trial Balance.
  2. Click File > Backup Company Data.
  3. Select Directory and browse to the company to be backed up.
  4. Click File.
  5. Give the file a .zip and browse to the location to save the .zip file.
  6. Click OK.
 

To Restore a Backup

  1. Open Trial Balance.
  2. Click File > Restore Company Data.
  3. Select File, and browse to the .zip file.
  4. Select Directory, and browse to the location where the client is to be created or recreated (the directory may need to be created).
  5. Click OK.
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