PS Cashbook

Backup to Data Warehouse (Single Company)


How do I backup my company data file to the Practical Systems Data Warehouse?

Detailed Description

PS Data warehouse is a secure online warehouse which provides you with a secure off-site storage option.


How to Backup a Single Company to PS Data Warehouse:

  • Click on the Backup toolbar icon.


  • Click on the File > Backup Data Files menu option.


  • Tick the Send backup to Practical Systems Data Warehouse check box.
  • In the Back up data from the company box, tick the years you wish to backup. (All years is preferrable)

Note: If there is not a tick next to a year, it will not be in the backup.

  • In the Options box:
    • Tick the Include documents checkbox, if you wish any documents attached to transactions to be included in the backup. Note: that this has the potential to significantly increase the size of the backup file, depending on how many documents are attached to transactions.
    • Add timestamp to filename if you want a date and time to be automatically added to the backup name. e.g. CBPlus 2021-02-24 14.51.11
  • Click on the Start Backup button.


  • You will now be asked to login to the Data Warehouse server.
  • In the PS Login window, enter your Client Code and Password.
    ** If you have never used Data Warehouse before your initial login details are your Client ID in both fields. The password IS case sensitive.
  • Click on the OK button.


  • We advise you do not Password Protect your Backup, as Practical Systems cannot retrieve your data if you forget your password.
  • Click on the Next button.


  • Enter a description of your backup. (Always add in the backup name whether it is an all year (preferrable) or a particular year backup. All backups look the same.)
  • Click on the OK button.


  • Click OK to the Information messsage: ' The File has been successfully uploaded to the server.'



Was this helpful?

Not helpful ( ) Very helpful