Backing up Businesses

Tapping Backup in the Settings screen displays the Backup screen, which you can use to produce a backup of all data for one or more businesses. You can send the backup to an email address, or to other compatible apps that are installed on your device, such as Dropbox™.

You should back up your data regularly, such as every day or week, depending on the amount of data you are entering. It's important, because if something goes wrong with your device, you could lose all information you've ever entered into Easy Books. You may also want to produce a backup to send data to a colleague who also uses Easy Books, such as an accountant.

Restoring a backup is quick and easy - a simple tap of the backup file starts the process. You can restore the backup to an iPhone, iPad or Mac, irrespective of the device you used to produce the backup.

How to produce a backup
  1. In the Backup screen, select one or more businesses to back up.

  2. Tap Backup followed by:

    Send by Email - if you want to send the backup as an attachment to an email address.

    Open in (if available) - if you want to send the backup in a compatible app that is installed on your device.

Note: Easy Books backup files use the file name "Easy Books software version.easybooks_backup".

How to restore a backup

Note:

  • You will be prompted to choose the businesses to restore. You do not need to delete those businesses first, since the data in the backup will overwrite any existing data for those businesses. Data for all other businesses you choose not to restore will remain unchanged.
  • Easy Books must be on your device before you begin, but there is no need to reinstall it. Be aware that all data is deleted if you remove and reinstall Easy Books.
  • If the backup was produced from an earlier version of Easy Books, it is upgraded automatically during the restore process. However, the reverse is not true - you can't restore a backup to an earlier version of Easy Books.
  • If you have any worries about restoring data, you can always take a backup before you start, which gives you the option to retore that backup later if you need to.

To restore a backup sent by email:

  1. Forward the email to your device (if it is not already there).

  2. Tap the attachment and choose to Open in Easy Books.

  3. Tap Restore.

  4. Choose the businesses to restore and tap Restore.

To restore a backup stored in, for example, your Dropbox account:

  1. Launch the Dropbox app on your device.

  2. Find the backup file and choose Open in Easy Books.

  3. Tap Restore.

  4. Choose the businesses to restore and tap Restore.

Using Automatic Backups

We know it's easy to forget to produce regular backups, so Easy Books has a service that provides a continuous online backup of your data and automatic synchronisation of data between the iPAD, iPhone and Mac. This is called "Online Syncing".

Online Syncing gives you peace of mind, since if disaster should happen, you know that you have a copy of your business accounts online. You can try out the service for free for two weeks - just register for an account at https://sync.easybooksapp.com.