Welcome back! Ask questions, get answers, and join our large community of tax professionals.

One Touch Backup

cancel
Showing results for 
Search instead for 
Did you mean: 

One Touch Backup

RonRamos

I would like an option under Client/Backup to backup all Data from all tax modules and the System File Path with one click.

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Status: Open for voting
Vote now if this is a good idea
3 Comments
PJCCPA
Level 1

Ron, the following script does the trick. Copy the below text into notepad and save as a .bat file to desired location. Then create a desktop icon to the file and double-click whenever you want to backup. I backup to "LacerteBackup" subfolder in my Documents folder, which is backed up automatically by File History. Substitute the Windows name of your username as shown in Windows Explorer with 'username' in the below script.

XCOPY C:\LACERTE\20Tax\CDATA C:\Users\username\Documents\LacerteBackup\20Tax\CDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\FDATA C:\Users\username\Documents\LacerteBackup\20Tax\FDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\IDATA C:\Users\username\Documents\LacerteBackup\20Tax\IDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\NDATA C:\Users\username\Documents\LacerteBackup\20Tax\NDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\PDATA C:\Users\username\Documents\LacerteBackup\20Tax\PDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\RDATA C:\Users\username\Documents\LacerteBackup\20Tax\RDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\SDATA C:\Users\username\Documents\LacerteBackup\20Tax\SDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\TDATA C:\Users\username\Documents\LacerteBackup\20Tax\TDATA /D /S /R /K /Y
XCOPY C:\LACERTE\20Tax\OPTION20 C:\Users\username\Documents\LacerteBackup\20Tax\OPTION20 /D /S /R /K /Y

RonRamos
Level 1

PJCCPA, Excellent solution.

I finally took the time to create the .bat file and test it.

It works AWESOME!

It's super fast.

It backs up all files in all modules plus my options.

I had to create a template folder with blank folders in it.  

I tested it with a restore of a few files to my laptop and they are perfect.

Lacerte sent out a message that we have to turn off Carbonite on the Lacerte folder so this solution works very well.

It's so fast I can do 2 backups a day without any downtime.  I lost one full day of files due to a hard drive crash one time.  I won't have to deal with that again.

Thank you for the suggestion.

IntuitGabiU
Community Manager
Community Manager
Status changed to: Open for voting

Thanks for the idea. We are changing the status to "Open for voting" since it is no longer considered "New". If you have any questions on the life cycle of an idea, check out our Idea Getting Started Guide for more information.

Post comment