Keeping a workable file for previous financial years
The company I work for has its AccountRight in the cloud however our accountant requires us to keep workable files for previous financial years in case of audits (not so difficult with Account Right V19). I currently have the issue of needing to roll over the 2019 FY so that we can view reporting for the 2020/21 FY but our accountant is resistent to me doing so unless we have a workable file available. I have taken a back up of the file but require instructions on how I can restore this file offline in a workable format instead of read only. How can I achieve this?
Hi KrysG
In terms of restoring a file from AccountRight 201X, I recommend following the steps on our help article, Restore your company file. This article steps through how to restore a backup both online and locally.
When restoring locally do ensure that you select restoring the file to your My Library with a suitable name so you can identify it
