Restoring data

How do I restore data from backup?

You can either restore a backup file, or from a backup sent to the Data Warehouse.

A. Restoring data from a backup file

1. Click on File / Restore Data / you can either choose Individual Company (most common, and will only work for an Individual Company backup)) or All Companies/Years (which will only work for  an All Company backup). Due to the potential implications of using the latter, please contact Practical Systems if you wish to do this and have not been guided through it before.

2. For Individual Company, click on Load Data button.

3. Find your saved backup in the window that opens. It will be a zip file. Once found, click on it and select Open. This will take you back to the Restore Data window in Cashbook.

4. In the Restore Data window Step 2. requires you to select Data Available to restore.

NOTE: Any data you restore will overwrite EVERYTHING in the company/s year/s you restore into.

NOTE: If you tick Restore Into Current Year, you are able to save a previous financial year's data into the current year. For example. If the Current Year is 2014. You can tick the Restore Into Current Year box and only tick 2013. The 2013 year will now become the current year and all 2014 data will be lost.

5. Click on the Restore button.

B. Restoring from Data Warehouse

1. Click on File / Restore Data / you can either choose Individual Company (most common) or All Companies/Years.

2. In Step 1. tick the Load from Data Warehouse box and click on Load Data.

3 You will now be asked to login to the Data Warehouse. This requires your Client Code and your password. The first time you log in, the password is your Client ID (you will be prompted to change this after logging in). If you have forgotten your password, please contact Practical Systems to have it reset.

4. Select the file you wish to restore. The most recent will be at the top, click OK.

5. In the Restore Data window Step 2. requires you to select Data Available to restore.

NOTE: Any data you restore will overwrite EVERYTHING in the company/s year/s you restore into.

NOTE: If you tick Restore Into Current Year, you are able to save a previous financial year's data into the current year. For example. If the Current Year is 2014. You can tick the Restore Into Current Year box and only tick 2013. The 2013 year will now become the current year and all 2014 data will be lost.

5. Click on the Restore button.