Backing up and Restoring Cashbook on Windows

Article ID: 2024708    Last updated: 2 November 2015

 

This article shows you how to backup and restore your data. You can backup to removable media such as USB flash drives, removable disk drives, to another hard disk, or to a different location on your computer's internal hard disk.

It’s important to make a backup that can be stored away from the computer, preferably off site. An off-site backup can be invaluable if your computer becomes damaged, breaks down or is stolen.

 

Backing up your company database

Cashbook will prompt you to backup if your data has changed when you close out of the program. You can also do a manual backup as per the procedure below.

Note!  Only one backup file can be saved into a given drive / folder.  If you are backing up multiple company databases please ensure that you create, and backup into, a dedicated folder for each company.  This will ensure that backing up 'Company B' will not overwrite the last backup for 'Company A'.

To backup your data go to the File menu and choose Back-up Data...

Clicking on this will bring up a window that allows you to select where to backup to, you can select a hard drive location but we strongly recommend using a removable drive such as a USB flash drive:

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With the location you wish to backup to shown in the look in box at the top, click on Back-Up and your files will be copied to the specified location.

The more data you have in Cashbook the longer it will take to backup so be patient, the program should let you know if there is a problem.

 

Restoring Data

NOTE!  Restoring data will replace the information in the currently open database with data from the backup file.  Restoring a backup does not add the information from the backup into the open ledger, it replaces it, so be cautious when restoring.

If in doubt about whether you want to overwrite the currently open database with data from the backup file, then you may wish to first create a new company database in which to restore the backup into.

To restore a backup into the currently open database:

1.  Go to the File menu and click on Restore Back-up... 

2.  Select the folder or disk drive that contains the Cashbook backup.  If you have correctly selected a backup drive or folder, the name of the company to be restored will appear towards the bottom of the window.

3.  Click on the restore button once you have located and selected your required backup file.

4.  A message will appear, asking you to confirm that you want to replace the existing cashbook with the restored backup data:

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Click Yes to restore the backup into your database.


Cashbook backup / restore problems

When backing up to USB flash drive, you may receive a message about the location being 'non-removable disk drive'.  The message appears because Cashbook thinks that USB flash drives are non-removable disks, when in fact they are entirely removable!  You can therefore ignore this message and go ahead with the backup.

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If you are getting odd errors or problems after restoring from a CD-recordable or CD-writable it may be that your data has become read-only which means that Cashbook is struggling to save information, contact Mamut Support for further assistance on this.

Use of USB Flash drives

USB flash drives are good for backing up data, however we strongly advise that you do not run your cashbook directly from a USB flash drive; you will know if you are doing this if you have to insert your flash drive when actually opening the cashbook; doing so may result in a corruption or total loss of your data!

 

 

Disclaimer: This information is of a generic nature. For specific advice regarding your particular circumstances please seek assistance from your Accountant, HM Revenue & Customs or your IT Consultant as appropriate.