Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)

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Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)

When using the MYOB classic version, we used to make a full copy (not just a backup zip) of the file each year prior to rolling into a new payroll or financial year. This meant we had a complete file for easy reporting. These files were marked read only when we were next asked to confirm them.

 

I am sure I found a way to do this with the new online files too but I can't find any instructions. I think maybe a phone support person talked me through it a few years ago. I have since changed jobs and didn't think to bring my "cheat sheets" with me.

 

I would like to add these files to our company "library" so that if in 2025 I need to access payroll information from 2019/20, I will be able to simply pull up the 2019/20 file and run the reports from there. Our current file has all the payroll data back to 2012 but I can't run an entitlement balance report for 2013/14 year which I now need.

I could reverse engineer the report starting from the opening balance of 1/7/2018 but I'd rather not as I imagine it would take several hours, if not days.

 

Thanks in anticipation... 

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Re: Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)

@H-TS 

 

Welcome to the MYOB Community Forum, I hope you find plenty of useful information.

 

To make a Library copy of your online file, first you need to back-up the file.

Then you Restore the file.

When you restore the file you can rename the file to whatever you want.

During the process there is a tick box to restore "In a library on your computer" make sure this is ticked.

And choose the location.

 

restore file.PNG

 

If my response to your query and has helped, please mark my post as a solution to help others in the future.
Graeme Day
Registered BAS Agent #24745540
Gralord Enterprises Pty Ltd
Mobile: 0402 841 627
graemeday@optusnet.com.au
MYOB Certified Consultant
MYOB Diamond Partner
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Re: Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)

Thanks Graeme. @GDay53 

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