How do I backup client returns in CCH® ProSystem fx® Tax?
This video goes over how to backup client data and returns in Office Manager.
Note: Before beginning, make sure the location you want to backup data to is available.
Note: Before beginning, make sure the location you want to backup data to is available.
- Open Office Manager.
- Click Backup Client Data.
- On the Create Client List window, select one of the following and click OK:
- All clients. Displays a list of all clients on your system where you can select those clients you want to back up or select all clients to be backed up.
- New/modified clients. Displays a list of new clients and clients whose data was recently updated where you can select the clients you want to back up.
- Specific client. Displays the Specific Client window where you enter the name or ID of the specific client you want to backup. The matching clients display.
- Customized list. You create a list of clients filtered by client type, office group, and/or preparer. Select the filters. The matching clients display.
- On the Select Clients for Backup window, select clients for backup.
- Note: Select Delete after backup if returns should be deleted from the hard drive after backup.
- Click Select Drive to select the drive or directory to back up your client files.
- Note: There is a 512 file limit when backing up to the root directory of a drive.
- Click OK. If a backup already exists on the selected drive or directory, you will be able to do one of the following:
- Append. If one of the client files in the selected list was included in an earlier backup, that file will be overwritten.
- Overwrite. All files will be overwritten.
- Browse to the specified backup location and there will be a ZIP file for each client that was backed up and one CLNTBKUP.001 that is an index file for the backup.
- Backing up client data in Office Manager backs up all of the data and returns for that client. It is not possible to backup a single return or year for the client.
- In order to backup client data to CD or DVD, you need to follow specific instructions. Go to our article on how to backup client data to CD or DVD.
- See our article for more information on how to restore a client backup in Office Manager.
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