Rightworks - Uploading Backup File
Article #: 18411
Last Updated: October 21, 2024
Make Backup
To move a backup of your Drake Tax files from a local installation to Rightworks, follow these steps:
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In the local installation of Drake Tax, go to Tools > File Maintenance > Backup.
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Select the box Back up to local or network location.
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Click Browse and choose a location that is easy to find later (such as your desktop).
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Select Perform full back up and Include DDM (if applicable).
- Click Backup.
Upload File
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Launch the File Manager from your local computer browser and log in.
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Select your destination location [companyname_acct#] (I:) from the list of available locations on the left.
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Click the Upload Files icon.
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Click Add and browse to the location of your saved file.
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Select the file and click Open.
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Then click Upload.
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The file will appear in the File Manager list once it has been uploaded.
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Launch Drake Tax from inside the Rightworks desktop.
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Go to Tools > File Maintenance > Restore.
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At the bottom of the window, choose Restore From: Local or network location.
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Click Browse and select the I:\ as the location.
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Make sure the backup displays in the drop list.
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Click Preview and follow the remaining prompts to restore the backup.
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Under the Tools menu, choose Repair Index files.