Backup

The Backup button located in the top-right corner enables you to create a backup of your business data.

Creating a Backup

When clicking the Backup button, you'll be presented with a screen allowing you to specify settings for your backup:

• Name: Enter a name for your backup. By default, this field is populated with your business name and the current date.
• Attachments: Includes all documents you've attached to your transactions.
• Emails: If you use Manager.io to send emails directly, selecting this option includes all sent emails.
• History: This option includes your audit log history.

The backup file created will have a .manager extension.

Restoring a Backup

To restore your backup, use the Import Business feature. For step-by-step instructions, see Import Business.

Cloud Edition Backup (Alternative Method)

If you are using Manager.io Cloud Edition, there is an alternative method available to secure your backups:

• Visit our customer portal: cloud.manager.io.
• Log in with your account credentials.
• Click the button provided to initiate a backup download.

This method allows you to access and obtain backups even without an active Cloud Edition subscription, ensuring you can retrieve your data at no additional cost. The backup obtained can then be imported into the free Desktop Edition.