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How do I back up the database?

Article ID: 1234
Last updated: 23 Oct, 2024

TaxCalc uses a database to store client, accounts and tax return data. This SimpleStep guide will help you to take regular backups.

If you run TaxCalc on a network, you must perform the backup on your server. You can't run a backup remotely from a computer that's connected to the server.

If you are using TaxCalc's CloudConnect you can take a backup following the steps below, with the exception that you cannot define the location. CloudConnect backup locations are pre-defined to be stored on the CloudConnect servers and this cannot be changed.

Step 1: Log into TaxCalc as the hub admin user

Open TaxCalc and log in with your user account details.

Step 2: Open Admin Centre

Launch Admin from the home screen.

Step 3: Open the database

When Admin opens, select Database from the left-hand menu.

Step 4: Click on Backup Database

Select Backup Database from the left-hand menu.

Step 5: Choose the location for the backup file

A window will appear asking you to choose where to save the backup file.

Save the backup file locally on this machine. The backup can then be moved after it has been completed to a remote drive or cloud location if required. Then copy the backup file locally on the new TaxCalc server before restoring.

 

Click on Browse to change the location of the file.

Click on Backup.

Step 6: Finish

The window will show the progress of the backup process. If you have a lot of clients this might take some  time.

When the process has finished the screen will display following message:

Article ID: 1234
Last updated: 23 Oct, 2024
Revision: 13
Views: 8235
This article was:  


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folder Technical -> Backing up and Restoring

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