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Making Data Backups
As with any software program, it is vital to safeguard your data. You can lose it due to hardware failure, or software problems. There may even be bugs in this software which have not yet been discovered which could damage your data (although we certainly make the best possible efforts to avoid that eventuality!). In addition, you might accidentally make some wrong entries or menu choices in the program which you want to undo in a simple manner.
The only sure safeguard against any of these problems is to make regular backups, which are most commonly done using Backup/Restore ⇒ Backup Database. Note that if you do regular backups of your hard disk outside of the ACCOUNTS program, the database will also be successfully backed up, as long as the ACCOUNTS program is not running at the time the backup is made, and the program's data directory and all of its subdirectories are included in the backup. (However, those backups would be an actual copy of your database file, not the same type of backup as is made with Backup/Restore ⇒ Backup Database and restored with Backup/Restore ⇒ Restore Database.)
An alternative to using Backup/Restore ⇒ Backup Database is to use Backup/Restore ⇒ Email Backup to email a compressed and encrypted backup to an email address, which could be your own, or a colleague's.
A backup is not a document, meant to be "opened" for viewing. It is a compressed version of your entire database (all years of data). More information about that is below.
The first time you make regular backups in the program, with the Backup/Restore ⇒ Backup Database menu option (or when you are first prompted to do a backup as you are exiting ACCOUNTS), you will be asked whether you would like to set up to do Internet backups as well, after each regular backup. This allows you to keep another copy of your last three backups, in a secure location on the Internet. If you do set up Internet backups, then every regular backup will be immediately followed by an Internet backup, unless you have set up the Cloud Storage Service, in which case those Internet backups are instead done automatically every time you exit the program. (The Lite version cannot do Internet Backups so will not prompt you about that.)
It is important to understand that once you have multiple years of data in ACCOUNTS, all of those years of data are always backed up together, by any of the types of backup. There is no way to backup only one year of data.
Our general rule about how often to back up is based on how much you would hate re-doing your work. If you put in a set of entries on one day, and you hate the thought of having to re-enter them if something goes wrong, make a backup immediately and you are protected. If you make few enough entries that you could bear the thought of re-doing a whole month's work if something went wrong, you can do your backups once a month.
The backup procedure is simple. Select Backup/Restore ⇒ Backup Database. A "Save Backup File As" dialog box then appears, where you select the drive and/or directory to save it in. You can use this option to back up to a USB memory key, your hard drive, a writeable CD, or a shared (and hopefully backed up) directory on a local area network. You can create new subdirectories in this dialog box, by clicking into the box for files, right-clicking your mouse, and selecting New ⇒ Folder.
We strongly recommend you to not do your backups to a directory on your local hard drive (C:). If you do only that, and your hard drive dies (which happens surprisingly frequently!), you will have lost everything. And in fact, if you do that, the program warns you about this, and asks you to confirm that this is really what you want to do.
The default backup file name is OrganizationName-YYYY-MM-DD.HH.MM.SS.S4ABackup, where the OrganizationName is your File Name from the Maintenance ⇒ Organization Info window, the YYYY-MM-DD part is replaced by the current date, in that format, and the HH.MM.SS part is replaced by the time. You can also change that file name in the "Save Backup File As" dialog box, as long as it ends in the same ending, ".S4ABackup". If you have multiple databases created with File ⇒ New Database, each must be backed up independently, and the program warns you of this fact any time you backup one of them.
After you have made the backup, the program will inform you whether it was successful, and if it wasn't, it will display any error messages
Note: The "Save Backup File As" dialog box will always initially display the previous drive and directory into which you saved a backup using Backup/Restore ⇒ Backup Database. The first time it is used in a new install of ACCOUNTS, it will default to the Backup subdirectory of your Data Directory. on your main hard drive. However, although it is not a bad idea to backup to that directory (or any other selected directory) on your hard drive, as mentioned above you really need to also backup elsewhere (for example to a USB memory key, or a writeable CD) in case your hard drive ever fails.
What is Included in a Backup File
•All of your regular data in the database, for all years, including your chart of accounts, transactions, government forms information, tax codes, bank reconciliations, budgets, vendors, bills and bill payments, etc.
•Memorized reports and memorized transactions
•Settings displayed in the Tools ⇒ View Saved Settings window, under the heading Current Database settings stored in the Database.
Opening / Using Backup Files
Backup databases created via Backup/Restore ⇒ Backup Database can be restored, which replaces your entire database with what is in the backup, by double-clicking on them in a My Computer or Windows Explorer window, as long as ACCOUNTS is not currently running. This will cause ACCOUNTS to open, and prompt you as to whether to restore the backup. (See Restoring Backups for details on how this works.) They can also be restored directly within the ACCOUNTS program by using the Backup/Restore ⇒ Restore Database menu option. There is no way other than restoring a backup to ACCOUNTS to access the data in it.
Backing Up to Network Paths
With the Standard or Local Network Server versions of ACCOUNTS, you can backup directly to a drive on another computer on your network by using mapped drives, as long as you have write permission on those drives.
You can also backup to what are known as UNC paths, such as \\servername etc.
See below for how backups work for the Local Network Client version.
Warning about Using Standard File Copies
Although you can also successfully back up and restore your database file (OrganizationName.S4A) just by using standard file copying methods (for example using My Computer, Windows Explorer, or the COPY command in a Command Prompt), or via specialized backup software, do not do this while you are running ACCOUNTS! That could possibly lead to your database becoming damaged and unusable.
By default, the program reminds you weekly to backup your database, as you are exiting the program. If you wish to be reminded with a different frequency, you can use the Backup/Restore ⇒ Backup Frequency and Options window. This gives you the option of Never, Daily, Weekly, or Monthly. If you don't set it, it defaults to Weekly. That window also allows you to configure to follow each normal backup with an Internet backup.
If you have not done a backup within the configured period of time (with either Backup/Restore ⇒ Backup Database or the Backup/Restore ⇒ Email Backup option), you will be prompted to do a backup the next time you exit the program.
Deleting Old Backups
Because each backup is by default given a distinct name, including the date it was made, the backups will tend to accumulate in whatever drive and directory you are saving them. To allow you to control this, that same Backup/Restore ⇒ Backup Frequency and Options window gives you an option to either retain all backups, or retain only the latest "N" backups in each backup directory, where you set the value "N" (between 3 and 20). If you do not set this, the default is to retain all backups.
If you do set that value, whenever you make a backup, the other backups in the same directory are examined, and only the most recent "N" of them are kept, with the older ones being deleted.
Note that even if you do set this, only backups whose name starts with the base filename for your current database will ever be deleted. This gives you a way to force certain backups to be retained indefinitely - just edit their name as you are making them to insert something before "OrganizationName". For instance, you might name a year-end database "2012YearEndOrganizationName-2012-12-31.S4ABackup", instead of just "OrganizationName-2012-12-31.S4ABackup", so that it will not be automatically deleted.
Backing up for users of the Local Network Client Version
For users of the normal single-user version of ACCOUNTS, or the Local Network Server version, backups work exactly as described above. However, for users of the Local Network Client version (where the database is on another computer running the Local Network Server version), it is quite different.
When you do a backup from the Local Network Client version, the backup is not done on your computer. Rather, your computer sends an instruction to the computer running the Local Network Server version of ACCOUNTS, to do the backup. The backup is of a database file on that server computer, and must backup to another file on that server computer.
Because of this, the normal "Save Backup File As" dialog box cannot be used, because that dialog box refers to files on (or visible from) your computer, whereas the backup will be done to a file on the server computer. So instead, a simple window comes up, titled Network Backup, which prompts you to type in the full path and filename, relative to the server computer, to backup to. That is always already filled in, with something that is almost always correct, so generally you should not change it.
You cannot specify a drive that is a network drive on a computer other than server computer, even if it is a mapped drive on that server computer. You also cannot specify UNC paths.
Because of these limitations, it is easier to always do your backups for the Local Network Version from the computer running the Local Network Server version of ACCOUNTS, if that is an option for you.
If you have configured to make Internet Backups after each normal backup, the Local Network Client version will also do that. Like the backup itself, the Internet Backup is done by sending a command to the computer running the Local Network Server version to do that step, and then gets back the results of that command and lets you know whether it was successful.
The Backup Reminders apply to all users, including users of the Local Network Client version of ACCOUNTS. However, if you are using the Local Network Version, there is only one database, so really, only one user needs to be regularly backing up the database. So, you may want to change the Backup Reminder Frequency for the other users to Never, if there is a user using ACCOUNTS on the computer running the Local Network Server version of ACCOUNTS, who is making backups. (Each user has their own setting for that Backup Reminder Frequency.)
The setting mentioned above to retain only the latest "N" backups also does not apply (and thus cannot be set!) for the Local Network Client version of ACCOUNTS, because it cannot "see" the other backups on the Local Network Server version's computer, in order to decide which to delete. (And it couldn't delete them either.)
See Also: Restoring Backups