How to Manually Back Up Peachtree

Peachtree is an accounting software system from Sage designed for use with small businesses. Performing regular backups in the Peachtree program will allow you peace of mind, knowing that your financial records are secure in case of drive failure or corruption. Peachtree will typically be configured at the server to perform automatic backups once per day or per week, but you can also trigger a manual backup through the Peachtree program at your workstation. You may want to do this if you're moving your computer, running an operating system update or resetting your network server.

Things You'll Need

  • Removable USB storage device
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Instructions

    • 1

      Launch the Peachtree program. Click the "File" menu at the top of the program window and choose "Backup."

    • 2

      Click to place a check in the "Reminder" box to have Peachtree remind you to perform a backup after a number of days that you can choose from the drop-down menu.

    • 3

      Click to place a check in the "Include company name" to include your company name in the backup file name. Click to place a check in the "Include archives in the backup" to include any archived data in the backup file.

    • 4

      Click "Backup Now." Select a save directory on your removable USB storage device or any other location where the backup file will be secure from drive failure or corruption.

    • 5

      Click the "Save" button, then click "OK" to create the backup file.

    • 6

      Unplug the removable USB storage device or otherwise remove the chosen backup device from the computer to avoid data corruption.

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