Manually back up the firm database
You can back up the firm database for a locally installed version of the application when your staff ID has the necessary security rights. The backup includes data for all clients in the application database. In most cases, you don't need to back up data for individual clients.
note
You can schedule recurring backups instead of doing it manually every time.
If you are licensed to use the application in the Virtual Office CS or the Software as a Service (SaaS) environment, your firm data is backed up automatically on the servers that host your data.
- SelectFile, thenBackup.
- In theBackup filefield, the path and file name are set to the default SQL data location on the server.noteIf you change the backup file location to a local drive (in theSetup > File Locationswindow), you may receive the following error message because you don't have the necessary permissions to write data to that computer.Error:No drives available on the database server... It is possible that the backup file or directory on the server cannot be accessed by this application. Verify that you have the necessary security privileges and that the backup file or directory exists.
- SelectOKto create the backup.
- When prompted that the backup is completed, selectOK.
- Copy the backup file from the location specified in theBackupwindow. You can specify the location to store the backup files, such as an external storage device or another computer.
important
Many third-party backup tools, such as Carbonite or Barracuda, can't back up SQL Server databases while the Microsoft SQL Server service is running. Because SQL Server is always running, these tools are unable to create reliable backups of your client data. When you manually back up a firm database, the resulting backup files are in a format that can be backed up by those third-party tools.
