An Accredo Backup is very useful and important, especially for specific reasons, such as Month End, Year End, or pre-data change.


Accredo Backup Process:

  • Open the company list
  • Click 'Backup' or go to File > Backup Company
     

  • Drop down the company menu to select which company you would like to backup.
  • Backup Comment: Type a comment of your choice/reason for your backup.
  • Backup Location: Select the 3 dots, chose your file location & name your file with the date e.g. ABC 20.07.21
  • Once all details are entered click 'Backup'