Drake Tax – Restore Files from a Backup

Restore Process

Watch the video Backup & Restore for a demonstration.

To restore a backup, follow these steps: 

1. Go to Tools > File Maintenance > Restore.

2. At the bottom of the Backup and Restore dialog box, select whether you would like to restore from Local or network location or from Drake Portals by selecting Cloud Storage.

   • If restoring from Cloud Storage, the available backups will automatically display in the Select backup to restore drop down menu.

   • If restoring from an external device or local or networked location, click Browse to find the location where the backup is saved.

   Note  You will not see the backup file listed when you are on the Select Location Containing Backups to Restore window. Navigate to the drive or folder that the backup has been saved in, and Select Folder.

3. Select the backup that you want to restore in the Select Backup to Restore drop down.

4. Click the Preview button to review your options and complete the restore process.

5. The Restore Items From Backup dialog opens.

6. Choose what files to restore by selecting options in the Custom Restore window. If you want a full restore, select the Restore Everything option.

7. Click the Restore button.

8. The program will prompt you for a confirmation, click Yes to continue and complete the restore process.

9. The program displays a Restore Progress dialog and will display "Restore is complete!" when it is done.

10. Click Close to return to the Restore Items From Backup window.

11. Click Exit to close this dialog and return to the Backup and Restore main dialog.

12. Click Tools > Repair Index Files > Repair all indexes > Continue > Choose additional options to include prior year clients or test or sample clients (optional) > OK > Exit.