Backing up account

Hi All

I’m a new user and spent yesterday entering in c.100 items and the relevant invoices. I linked up the Dropbox however the backup that is recorded is a chart of accounts with the NOMINALCODE & ACCOUNTNAME with no other data, I’ve been over to the Documents section under “Account settings tools” and though I can see all the receipts there is no way to back these up, the Quickfile knowledge base says there should be a “Download Archive button”. This appears to be missing.

Is this something that comes with the Power user subscription? Its just there is no mention of it under that topic.

Thank you.

Hello @thedawsonhousehold

To improve efficiency, backups are taken on a copy of the data which is 12-24 hours old.

If you have just done some data entry, it would not immediately be contained in the backup yet.

Is this something that comes with the Power user subscription? Its just there is no mention of it under that topic.

Backups are available to all users regardless of the subscription status.

OK, thank you, & the

  • “I’ve been over to the Documents section under “Account settings tools” and though I can see all the receipts there is no way to back these up, the Quickfile knowledge base says there should be a “Download Archive button”. This appears to be missing.”

Hello @thedawsonhousehold

You can download uploaded documents using the Document Manager.

Thank you for coming back so quickly and on a Sunday. It looks like the “Download Archive button” is missing though you can open each one individually and save it.

Tim

Hello @thedawsonhousehold

You would have to download the files individually without a Power User Subscription.

https://support.quickfile.co.uk/t/the-document-management-area/8868

Brillian, I’m sold! :slightly_smiling_face:
Thanks for all your help, I tried a few products over the weekend, and yours is by far the best IMHO.

1 Like

Hello @thedawsonhousehold

Thanks for the feedback :+1:

Just reach out to us if you get stuck.

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