Table of Contents

Setting automatic backups

Daniel Strachan Updated by Daniel Strachan

Your data in TaxTools Workshop can be backed up automatically at a frequency and to a location of your choice.

To manually perform a backup, see Performing a manual backup.

Opening the backup settings

  1. On the menu bar, click Tools > Options.
    Tools > Options
  2. On the Options window, click Backup from the options on the left.
    The Options dialog window, with Backup in the left column highlighted.
  3. Choose the desired settings. Read further in this article for a description of each setting.
    The Options dialog window, on the Restore options.

Automatically backing up data on a schedule

  1. Open the backup settings.
  2. Mark Auto Backup.
  3. Choose the frequency of how often backups should be automatically made.
    The dropdown for times, set to 1 hour, and listing underneath 30 minutes, 1 hour, 2 hours, 3 hours, 6 hours, 12 hours, and 1 day.
    The backups will only be made when the program is running.
  4. Choose how many days of files should be kept.
    The dropdown for days that the backups are kept, set to 90 days, and listing underneath 3 days, 7 days, 14 days, 30 days, 60 days, 90 days, and 180 days.
    Example: If 90 days is selected, the program will keep the latest 90 days of files. This is not the same as keeping any files created in the last 90 days. Instead, the program will identify the most recent 90 days of files and keep any file created in those 90 days. If the frequency was set to every hour, this could be hundreds or thousands of files.
  5. Click OK.
    Be careful that the selected options don't create so many backups that an inordinate amount of hard drive space is used.

Backing up every time the program is closed

  1. Open the backup settings.
  2. Mark Backup Upon Closing.
When this option is marked, a backup will be created every time the program is closed (including when it's minimized to the tray).

Changing the backup location

  1. Open the backup settings.
  2. Click Browse next to Auto Save Location.
  3. Choose a location in the Browse For Folder dialog and click OK.
    A popup titled Browse for Folder, with folders in a hierarchy underneath, and underneath that the buttons Create New Folder, OK, and Cancel.
    Click Make New Folder to create a new folder inside the selected directory. Type in a name and click OK.

Deleting automatic backups

  1. Open the backup settings.
  2. Click Delete All Auto Backups. This will delete all automatically created backups inside the Auto Save Location.
    This cannot be undone.
  3. If you are sure you want to delete all backups, click Yes.
    A popup titled Delete Backups, asking if the user wants to delete their backups, with the buttons Yes and No underneath.
  4. Click OK on the dialog confirming the number of deleted files.

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