Back Up and Restore in AccountEdge (Legacy Versions)

Background
Backing Up In AccountEdge 2011 and Earlier
Restoring a Backup in AccountEdge 2011 and Earlier
A Note on Time Machine
A Note on Stuff-It (.SIT) Files

Background

Earlier versions of AccountEdge and MYOB had a different process for restoring files. This support article has instructions on how to both backup and restore in these versions. For instructions on backing up and restoring in newer versions of the software please see this article.

Making an AccountEdge Backup

To create a backup of your company file in AccountEdge Basic, AccountEdge Pro and AccountEdge Network Edition you need to be the only person in the file. To backup:

  1. Open the Company File
  2. Select File from the menu bar in the the upper left corner of your screen
  3. From the drop down menu select “Back Up” which is the 8th option down
  4. You have two backup option types:
    • Select "Back up all data" to create a backup of your company file, custom forms, letters, reports, etc. This process does not back up documents you have attached to your file
    • Select Backup Company File only to create a backup of just the company data file (this is is generally the best option for end of Fiscal Year and Payroll year backups as it is slightly simpler to restore)
  5. You have two further options to deal with data verification:
    • Select Check Company File for errors to Verify the company file's integrity before creating a backup (recommended if you do not do this often)
    • Select not to check for errors if you would prefer to skip the verification process
  6. Your final selection will be where to back the file up to:

Notes

  1. Backing up to a Disk: Whenever we are referring to disk in terms of AccountEdge we are just talking about your computer's hard drive or any attached drives. For instance, you could backup to disk and have it backup directly to your Desktop. Once you've backed up a file it is generally a good idea to put it on some sort of external storage media (like a USB drive, External Hard Drive, or CD).

  2. Backing up to MobileMe: MobileMe was a short lived project that Apple replaced. It was eventually replaced by iCloud. It has since been discontinued and thhis feature will no longer work.

Restoring a Backup in AccountEdge 2011 and Earlier

Restoring Previous to AccountEdge 2012 required that you needed to have a company file open in order to restore from a backup. If the backup was created with AccountEdge 2010 or later, you can restore the company file from the backup by:

  1. Open to the Main AccountEdge screen ("Welcome to AccountEdge")
  2. Click the Explore button at the bottom (this will open the Sample Company)
  3. The Sample Company user name is Administrator and the password field can be left blank. Click ok
  4. Select File > Restore > Restore from a disk from the top menu bar
  5. Navigate to the folder where the backup file is located
  6. Select the file, and click Open
  7. In the next window, indicate a name and location for the file you are restoring
  8. Click Save

This process is similar across the board for both Windows and Mac.

A Note on Time Machine

Time Machine is an automatic backup that's built right into your Mac OS X. If you have set up Time Machine to backup your AccountEdge or AccountEdge Network Edition Company File, you should know that Time Machine does not backup open files. If you rely on Time Machine for backing up your accounting information, make sure you close your AccountEdge or AccountEdge Network Edition before the scheduled backup.

If you have included your Company File in the Time Machine automated backup, your file will be backed up even if no changes have been made as long as the company file is closed.

Stuff It (.SIT) Files and Stuff-It Expander

AccountEdge and AccountEdge Basic exclusively use zip archives, and no longer support Stuffit archives. You can unstuff Stuffit .sit archives with another method. If a backup was created in an older version of software, you can use that (older) version to restore the file (assuming that the machine you have still has the ability to do this). Alternatively, a free Stuffit expander is available from Stuffit http://my.smithmicro.com/stuffit-expander-mac.html.