Drake Accounting - Backup Types
Article #: 16481
Last Updated: November 15, 2024
Drake Accounting will back up data when performing certain functions, such as before performing a bank reconciliation process or when deleting a client file. Below are descriptions of the different backup types that may be seen in the Restore Clients window (Client > Restore).
| Type of Backup | Description |
|---|---|
| Automatic | Drake Accounting will backup the current client information to the default backup folder at designated times |
| Start of Session | The active client's information will backup when Drake Accounting launches. Additionally, when switching clients, the newly opened client's information will be backed up. |
| End of Session | The active client's information will backup when exiting Drake Accounting. Additionally, when switching clients, the client you are closing will be backed up. |
| Manual | The active client's information will backup when pressing the Backup Client button on the Client Selector or Alternative View Desktop. |
| Update Prior Year | When updating from prior Drake Accounting software, a backup of client information generates before beginning the process. |
| Posting | When posting transactions, a backup is created of the client information before the process starts. |
| Bank Reconciliation | When doing a Bank Reconciliation, a backup is created of the client information before the process starts. |
| Year End Close | When doing a Year End Close, a backup is created of the client information before the process starts. |
| Restore Point | Refers to the last restoration of a backup. |
| User Deleted | This backup refers to the client information saved when the end-user deleted the client. |
| Portals | A backup created when syncing to the Portal. |
| Unknown | A backup that is un-grouped and does not fit into other backup categories |
If you hover your pointer over the backup type (e.g., Start of Session, Update Prior Year, User Deleted, etc.), a brief tooltip will display to describe the action.