Share Your Company Data with an Advisor or Accountant

Company Data Overview | Protect Customers' Payment Card Data

If you engage the services of an advisor or accountant, you can easily send them a copy of your company data for review. Your advisor must have the same version and level of Point of Sale that you use to view your file.

You should give your advisor a copy of your data, not your original company data file. You can continue to carry on normal activities in Point of Sale while your advisor is reviewing your data.

Security Note: We strongly recommend that you require user logins if sharing your data with other parties. Add your advisor as an employee and assign a user name and password for access. Typically, you would give your advisor full access rights (Owner or custom security group), but you can assign more limited rights if preferred.

To create a copy of your Point of Sale data for an advisor:

1. From the File menu, select B ack Up Data.

2. In the Backup Data dialog, select Backup to an alternate location and then click B rowse.

3. Give the backup file a unique name (leave the .qpb extension) and save it to a removable disk, CD, memory stick, or other media that you can provide to your advisor.

(Advisor) To access your clients data:

1. From the File menu, select Company Operations.

2. In the dialog displayed, select Create new company and click Next.

3. Enter a unique name for the new company data, then click OK.

The new data file is created and confirmed.

3. From the File menu, select Company Operations.

4. In the dialog displayed, select Restore from backup and click Next.

5. Select Browse to a lternate backup file and then browse to locate the clients backup file on the provided media. Look for a file with the .qpb extension and then select O pen.

6. Select OK to restore the clients data to the new data file created in Step 2. The clients data is opened on your computer.

This procedure adds the clients data to your database server list. You can subsequently reopen this data by selecting C ompany Data Open from the File menu.

Related Topics

Create a new company data file

Open a company data file