Requirements: BizBooks Pro desktop 2.5.0 or later, an early-access cloud invitation, and the installation's primary administrator signed in. The move screens are under System Admin → Backup & Restore.
From your computer to the cloud
- Open System Admin → Backup & Restore and choose Move my books to the cloud. Read the summary of what will happen.
- Type the address you want (for example riverstone for riverstone.cloud.bizbooks.pro). BizBooks tells you at once whether it is available.
- Click Email me a confirmation code. A six-digit code goes to the email address on your licence; enter it within 15 minutes.
- BizBooks makes this computer read-only for the duration, takes a complete snapshot of your books and uploads it, encrypted. A progress bar shows how far it has got; you can leave the screen open and carry on with something else.
- Review the comparison. For every company you see the debits, credits and entry count on this computer next to the same figures from a test restore in the cloud. Nothing has moved yet.
- If every company shows a match, click Move now. When it finishes you will see your new address. Sign in there with your usual username and password.
After a successful move this computer stays read-only, so the two copies can never drift apart. Your licence now runs in the cloud.
If anything goes wrong — or you cancel before clicking Move now — your books on this computer are left exactly as they were, editable again, and your licence stays here. The screen explains what happened.
From the cloud back to your computer
- In your cloud books, open System Admin → Backup & Restore and choose Move my books to my computer.
- Tick the box confirming that the cloud copy will become read-only, and confirm.
- A password for the backup file is shown once, on screen. Copy it somewhere safe; it is not emailed.
- A single-use download link, valid for 24 hours, arrives by email. Download the file.
- On your computer, in BizBooks Pro desktop, open Backup & Restore → Full installation, upload the file, enter the password and restore. Your licence moves back to the computer.
Good to know
- A move usually takes a few minutes; very large companies take longer.
- Attachments, users, settings and every company in the installation move together.
- The cloud keeps your books in the United States; see BizBooks Pro Cloud for backups and availability.
- Questions before you move? Use Help → Report an issue, or contact us; we are happy to stay on hand while you do it.