Restore .CSD files using Custom Link on Virtual Office CS

When using UltraTax CS or Fixed Assets CS in Virtual Office CS, you'll need to restore .CSD backup files from within Microsoft Outlook on Virtual Office CS. The
Custom Links
window lets you place a link to your local C: drive on the UltraTax CS or Fixed Assets CS homepage.
Do the following to restore a .CSD file using Custom Link on Virtual Office CS:
  1. Enter
    V:\
    in
    Link to: File
    in the
    Custom Link
    window.
  2. Select
    Enter
    then
    OK
    .
  3. Select
    Homepage
    then
    Custom Link
    .
  4. If your file was saved to your local C: drive, you should be able to go to it and double-click the .CSD file. This will open the
    Restore
    window.
  5. Select
    Restore
    to restore the client backup file.
Chat now

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close