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  • Writer's pictureEH Lim



How many users backup their databases daily?

Backup is an important task, which user should do it daily, but often been ignored by the user.

You should consider backing up the data before turning on the multiple currency features, change of exchange rate, bank reconciliation, stocktaking, post the transactions, finalised the GST or any major event takes place. Although MoneyWorks has a rollback feature, which allows the user to "undo" the last or last few changes to the database, a backup is always a better choice.

You should have a regular backup such as daily, after month-end and after your financial year-end. Backing up of MoneyWorks company file can be "Accounts Backup" only or "Accounts Backup with Custom Plugins". The "Accounts Backup" is only the accounting data and the "Accounts Backup with Custom Plugins" is the accounting data plus those custom templates, pictures (product images), attachments, custom scripts and reports. Select a type of backup which most suitable for you. To backup, go to the File menu and select "Save a backup as".

Never, never, never save the backup file to the same hard drive where you store the working file. If the hard drive crashed, all gone. You can save the backup to an external drive or a Cloud storage such as Dropbox, OneDrive, Google Drive, etc. (Note: Never store the working file in a Cloud storage).

Having a backup is important. When a "rollback" failed, a backup file will always come in handy. Accounting data contains your months or years of transactions. It is your financial history, take it seriously!


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