SO10208 - Restore from Backup 2007
Description:
Basic overview of how to restore information from a Backup in the program.
Links:
Backing Up TaxWorks Files

  1. Click on the File menu, and select Restore (figure 1).


    2. (figure 1)

  2. The Restore screen will appear. Choose the Path to Backup Set and the Backup Set that contains the backup you wish to restore from and click Next (figure 2).

    • In the Backup Set box, any dates that may be showing are from using the Manual System Backup.

    • Auto Backup contains all the data that was backed up by the Auto Backup feature in TaxWorks.


    (figure 2)

  3. In selecting the File Type, you have three options to choose from. Select the appropriate type and click Next (figure 3).


    4. (figure 3)

    Refer to figure 3 above for items a through c.

    1. Program Files refers to backup files for the user-specific settings and Management Database backup information.

    2. Client Files refers to the actual client files that have been backed up.

    3. Advanced will show all the files that have been backed up, both program and client files.

  4. The next screen shown will list the files pertaining to the corresponding bullet from figure 3 above. Tag the items you would like to restore and click Next (figure 4).

      5. Note: The image below shows the list of files specifically from the Client Files file type. The screens for both the Program Files and Advanced file types will be slightly different.


    (figure 4)

  5. The last screen will display the progress and results of the Restore (figure 5).

    • If you would like to restore more files, click on the More button. Otherwise, click Close.


        • (figure 5)