Restoring a Cashbook Backup into a New Cashbook Company File

Article ID: 2024710       Last updated: 2 November 2015

 

It is sometimes useful to restore a backup into a new company database, avoiding the need to overwrite the current database that you were using.  Restoring data in this manner will provide you with a 'new' database containing the restored data, and leave you with an 'original' database containing the current data.

Depending on your circumstances, you can then decide on which of the two databases will become (or remain) as your 'live' data.  Just ensure that you do not confuse which of your databases you wish to become (or reamin) the the live one.

In this support note we will create a new company database, then restore a backup into the new database, which will 'populate' it with the restored data.


1.  To create a new database, either select the ‘Create a new cashbook’ button from the welcome screen, or select 'New' from the Cashbook drop down menu.

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2.  The Create New cashbook window will open. The ‘Look in’ field at the top should read “Cashbook” if it doesn’t then click on the drop down arrow and browse to it; the full path is C:\Program Files\Dosh Software\Cashbook\

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In the Create new folder field, enter a name relevant to the business (but not the same as the name previously used) then click OK.

NOTE!  Keep the new folder name as short as possible.  Abbreviate where at all possible.

3.  The Setup Wizard will open, click Next.

4.  Type the company name into the Name field of the Setup Wizard.   No other information needs to be entered as it will be restored and populated from the backup.  

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Click Next and Exit, the cashbook will open.

Now that you have created an 'empty' database, we can restore a backup into it, which will 'populate' the empty database with the restored data.


Note!  If you are restoring from a USB flash drive, we recommend you place the backup file (the .zip file) into a folder on your computer as some users may experience problems when trying to restore directly from a memory/flash drive.


5.  Select the File menu, choose Restore Back-up... and click Browse to select the folder or drive containing the 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.

Click 'OK' then 'OK' again and the cashbook will restore.

 

 

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.