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This article applies to:

  • Product: UltraTax CS

Create and restore client data backups to and from FileCabinet CS

Use the
Backup
 and
Restore
 tools to back up clients, documents, system settings, and product settings to and from FileCabinet CS.
Follow these steps to back up or restore UltraTax CS files in FileCabinet CS.
note
When backing up client data to FileCabinet CS, you can follow these steps to do a manual backup. You can also set UltraTax CS to automatically back up client data when a client is closed.
  1. Back up
  2. To back up items to FileCabinet CS, select
    File
    , then
    Backup
     from the UltraTax CS application menu.
  3. Select the data type you want to back up from the dropdown.
  4. Select the items you want to back up then select
    Select
    .
  5. In the Backup data section, select
    FileCabinet CS
    , then
    Backup
    .
    If the backup is successful, a Data Backup folder is created in the FileCabinet CS drawer.
  6. Restore
  7. To restore backed up items from FileCabinet CS, select
    File
    , then
    Restore
     from the UltraTax CS application menu.
  8. If prompted for a backup location, select
    Continue
    .
  9. In the Restore window, select the backed-up data type to restore from the dropdown.
  10. Mark the
    Client backups in FileCabinet CS
     or
    System backups in FileCabinet CS
     checkbox.
  11. Select the items you want to back up then select
    Select
    .
    note
    You can only select 1 client at a time. Repeat steps 5-9 to restore additional clients.
  12. Select
    Restore
     to restore the files from previous backups.

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