Lee B Posted October 18, 2014 Report Share Posted October 18, 2014 Reply Quote Favorites Copied from the ATX Board: Good afternoon, Changing the backup/restore server under the Admin Console is not the same as browsing to a different backup location within the Backup utility in prior years. It can lead to other issues potentially, especially at this time in the season, therefore I don't recommend that. If you want to make a literal "Backup" rather than manually copying folders you can go in the program to the Returns Menu, and Backup Returns, and click the button to "Copy Backup to Local Storage". We put that button in the program to make it easier for customers than going into Explorer and manually moving around files, and having to worry about the hidden folders. It does the same thing as jmdaviscpa states as far as copying the backup folder - but without the manual steps which some users may not be comfortable with. All that said, the best way for 2013 is actually to go through each page of returns, mark all on each page (using the Mark All button at the top), and then going to Returns -> Export Marked Returns. The export will create 1 file for each customer so you can see each name, and also is much easier to "restore" from than the literal backup, as you can specify the location to Import from, whereas you have to manually move the backup back into the proper folder to restore. Jon C. Jon Conner CCH Small Firm Services Lead Customer Service Representative 2 Quote Link to comment Share on other sites More sharing options...
mcb39 Posted October 18, 2014 Report Share Posted October 18, 2014 Reply Quote Favorites Copied from the ATX Board: Good afternoon, Changing the backup/restore server under the Admin Console is not the same as browsing to a different backup location within the Backup utility in prior years. It can lead to other issues potentially, especially at this time in the season, therefore I don't recommend that. If you want to make a literal "Backup" rather than manually copying folders you can go in the program to the Returns Menu, and Backup Returns, and click the button to "Copy Backup to Local Storage". We put that button in the program to make it easier for customers than going into Explorer and manually moving around files, and having to worry about the hidden folders. It does the same thing as jmdaviscpa states as far as copying the backup folder - but without the manual steps which some users may not be comfortable with. All that said, the best way for 2013 is actually to go through each page of returns, mark all on each page (using the Mark All button at the top), and then going to Returns -> Export Marked Returns. The export will create 1 file for each customer so you can see each name, and also is much easier to "restore" from than the literal backup, as you can specify the location to Import from, whereas you have to manually move the backup back into the proper folder to restore. Jon C. Jon Conner CCH Small Firm Services Lead Customer Service Representative This is exactly what I do. 1 Quote Link to comment Share on other sites More sharing options...
Jack from Ohio Posted October 18, 2014 Report Share Posted October 18, 2014 This has been posted here and told by ATX since Feb. 2014. Old news. Quote Link to comment Share on other sites More sharing options...
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