The Backup
function allows you to create a complete copy of your business data for safekeeping. Regular backups protect against data loss and allow you to restore your business to a previous state if needed.
To create a backup, click the Backup
button in the top-right corner of the business summary screen.
When creating a backup, the system automatically suggests a filename using your business name and today's date. You can modify this name to suit your needs.
The backup process allows you to choose which types of data to include:
• Attachments
- Include all files and documents attached to transactions, such as receipts, invoices, and supporting documentation
• Emails
- Include all emails sent from within the program, maintaining a complete communication history
• History
- Include the complete audit trail showing every change made to your data, who made it, and when
All checkboxes are selected by default to ensure a complete backup. Deselect any items you don't need to reduce the backup file size.
Backup files are saved with a .manager
extension and contain all your business data in a compressed format.
To restore a backup, use the Import Business
function from the main businesses screen. Simply select your backup file and the system will restore all data.
For detailed restoration instructions, see: Import Business
If you're using Cloud Edition, you have an additional backup method available through the customer portal.
Visit [cloud.manager.io](https://cloud.manager.io) and log in with your credentials to access and download your business backups directly.
This portal access remains available even if your Cloud Edition subscription expires, ensuring you can always retrieve your data without additional costs.
Backups downloaded from the portal can be imported into any edition of the software, including the free Desktop Edition.