Backup & Recovery
Protect your financial data with regular backups.
Automatic Backups
BizBooks Pro creates automatic backups to protect your data.
Configure Automatic Backups
- Go to Settings → Backup
- Enable Automatic Backups
- Set frequency:
- Daily (recommended)
- Weekly
- On exit
- Choose backup location (default: backups folder)
Backup Retention
- Last 7 daily backups kept
- Last 4 weekly backups kept
- Older backups automatically cleaned up
Manual Backup
- Go to Settings → Backup
- Click Create Backup Now
- Backup file is created with timestamp
- Optionally copy to external drive or cloud
Tip: Create a manual backup before major changes like importing data or updating the software.
Pick a Custom Backup Folder
Out of the box, BizBooks Pro writes complete database backups to a system folder that survives reinstalls, and saves per-company exports under Documents. Both destinations can be changed to whatever suits your setup — an external hard drive, a NAS on your office network, or a Dropbox/OneDrive-synced folder.
Change the Backup Destination
- Head to System Administration → Backup & Restore
- Find the Choose Backup Locations panel
- Fill in one or both paths:
- Full database backups folder — destination for the complete scheduled and on-demand backups
- Company backups folder — destination for single-company export files
- Hit Save Locations — BizBooks Pro runs a quick write test on the folder so typos get caught immediately
An empty field means the default is used. Reset to Defaults puts everything back the way it was.
Never miss a backup: Should the folder you picked be unreachable when a backup fires — a USB drive that got unplugged, a NAS that's powered down — the backup is written to the default location automatically instead of failing. Backups saved before you switched folders also keep appearing in the restore list.
Restoring from Backup
- Go to Settings → Backup
- Click View Backups
- Select the backup to restore
- Click Restore
- Confirm the restore action
Warning: Restoring a backup replaces all current data. Any transactions entered after the backup date will be lost.
Best Practices
- Enable automatic daily backups
- Keep copies on external drive or cloud
- Test restore occasionally to verify backups work
- Create manual backup before major changes