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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Back up/restore">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Manual Data Backups</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Manual Data Backups</p>
<p class="Help-Text"><a href="backup04.htm">End of Day Backups</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backup_automatic.htm">Automatic Backups</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backup02.htm">Restore a Backup</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: This feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Manual backups can be initiated at any time. If backing up to removable media, put the blank, formatted media in the drive before beginning.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <span class="hcp2">B</span><font class="hcp1">ack Up Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Specify the backup location and options:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">To use the <a href="backup_filenames.htm">default folder and file name</a>, select <span class="hcp2">Back up to d</span><font class="hcp1">efault location</font>.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">To back up to a another location or to removable media, select <span class="hcp2">Back up to alternate <font class="hcp1">location</font></span> and then enter the path or browse to the folder or drive and enter a file name.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">(Pro) Optionally select the check box to include inventory item pictures in the backup. Doing so may result in a substantially larger backup time or file size.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">click <span class="hcp2">OK</span>.</p>
</li>
</ol>
<p class="Help-Text">Point of Sale will verify the integrity of your data and perform the backup to the designated location.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Your data files may require multiple disks to successfully complete a backup, especially if backing up to 3.5" floppy disks. You should have several blank, formatted disks available just in case.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale only backs up your Point of Sale data. Therefore, it should serve as only one component of a comprehensive <a href="backup_strategy.htm">data protection strategy</a>. You must take separate action to back up other important information for your business (QuickBooks financial software records, payroll records, other applications, etc.).</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="companydata_pos.htm">Working with your POS Company Data</a></p>
<p class="Help-Text"><a href="backup03.htm">Back up to removable media</a></p>
<p class="Help-Text"><a href="backupoverview.htm">Backup/restore overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Back up/restore">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Restore from a Data Backup</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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font-size: 13pt !important;
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Restore from a Data Backup</p>
<p class="Help-Text"><a href="backupoverview.htm">Backup Overview</a> <a href="backup_filenames.htm">default backup location</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If it becomes necessary to recover from data loss, your company data can be easily restored from a previously made backup.</p>
<p class="Help-Note"><span class="hcp1">Note</span>: In a multi-workstation configuration, data can be restored only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Info-Line">To restore data:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <span class="hcp1">Company Operations</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp1">R</span><font style="font-weight: bold;">estore from backup</font> and click <span class="hcp1">Next.</span></p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select from one of the backup files in the <span class="hcp1">default backup location</span> (each file has a date/time stamp). The most recent backup made is at the top of the list. &#160;Typically, this is the backup file from which you will want to restore.</p>
</li>
</ol>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<p class="Help-Indent">Select <span class="hcp1">Browse &#160;to alternate backup file</span> and then enter the path or browse to the location of the backup file.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">click <span class="hcp1">Next</span>.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale will uncompress and copy the backup file to your working folder. You will be prompted to insert sequential restore disks if required.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backup_strategy.htm">Implement a comprehensive data protection strategy</a></p>
<p class="Help-Text"><a href="companydata_cleanup.htm">Clean up your company data</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Back up/restore">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Back Up to Removable Media</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<object id="hhctrl" classid="clsid:ADB880A6-D8FF-11CF-9377-00AA003B7A11" width="0" height="0" vspace="0" hspace="0" border="0" type="application/x-oleobject"></object>
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Back Up to Removable Media</p>
<p class="Help-Text"><a href="backup02.htm">Restore from a Backup</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Backing up to <a class="popupspot" href="JavaScript:hhctrl.TextPopup('Any data storage device not permanently attached to your computer, such as disks, tapes, CDs, DVDs, cartridges, zip drives, and flash/thumb drives.','Arial,10',30,10,00000000,0xc0ffff)" style="color: #008000;">removable media</a> ensures that your data is protected even if harm comes to your computer system. Even greater protection is gained by storing the removable media at a site other than where the computer is located.</p>
<p class="Help-Note"><span class="hcp1">Note</span>: In a multi-workstation configuration, data backups can be done only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Info-Line">To manually back up your data to removable media:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu on the Server Workstation, select <span class="hcp1">B</span><font style="font-weight: bold;">ack Up Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Backup to an alternate location</span> on the Backup dialog.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Place the removable media into the appropriate drive or port.</p>
</li>
</ol>
<p class="Help-Indent">Your data files may require multiple disks to successfully complete a backup, especially if backing up to floppy disks. You should have several blank, formatted disks available.</p>
<ol start="4">
<li class="p-Help-Steps">
<p class="Help-Steps">Browse or enter the path to the drive or port and enter a file name.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">(Pro) If you use inventory item pictures and want to include them in the backup, select the check box for doing so. &#160;This may substantially increase the backup time and file size.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">click <span class="hcp1">OK</span>.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale will perform the backup to the designated location.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">We recommend rotating your backup media so that you always have two or more generations of backups.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Backing up to removable media can also be done as part of the <a href="backup04.htm">End of Day procedure.</a></p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Point of Sale only backs up your Point of Sale data. Therefore, it should serve as only one component of a comprehensive <a href="backup_strategy.htm">data protection strategy</a>. You must take separate action to back up other important information for your business (QuickBooks financial software records, payroll records, other applications, etc.).</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backupoverview.htm">Backup/restore data overview</a></p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Back up/restore">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Backups at End of Day</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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font.hcp1 { font-weight:bold; }
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Back up Data at End of Day</p>
<p class="Help-Text"><a href="backup04.htm">End of Day Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backup02.htm">Restore from a Backup</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The End of Day procedure includes an option to back up your data.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: To include a data backup, the End of Day procedure must be run from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Info-Line">To back up data as part of End of Day procedure:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the Point of Sale menu, select <span class="hcp2">E</span><font class="hcp1">nd</font> <font class="hcp1">of</font> <span class="hcp2">D</span><font class="hcp1">ay Procedure</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the check box to <font class="hcp1">Back up your company data</font> and specify to the <a href="backup_filenames.htm">default location</a> or to an alternate location.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If backing up to removable media, place blank formatted media in the appropriate drive.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If using an alternate location, enter the path or browse to the alternate location and enter a file name.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">(Pro) Select the check box if you want to include inventory item pictures in the backup. Doing so may substantially increase backup time or file size.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps">
<p class="Help-Steps">Specify other End of Day options, as needed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">click <span class="hcp2">OK</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you have <a href="backup_automatic.htm">scheduled</a> your backups, the next scheduled time is displayed On the End of Day window for reference.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale only backs up your Point of Sale data. Therefore, it should serve as only one component of a comprehensive <a href="backup_strategy.htm">data protection strategy</a>. You must take separate action to back up other important information for your business (QuickBooks Desktop financial software records, payroll records, other applications, etc.).</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backupoverview.htm">Backup/restore overview</a></p>
</body>
</html>

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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Schedule Third-party, Automated Data Backups</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Schedule Third-party, Automated Data Backups</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Some Point of Sale users prefer to backup their Point of Sale data as part of a larger network backup. Typically, these backups are automated, using a third-party application that creates and copies the backup file to another networked computer, to a tape drive, or to an online backup service.</p>
<p class="Help-Text">If you wish to include your Point of Sale data in a third-party backup, you will need to first shut down the Point of Sale Database Manager service. This Windows service runs on your Point of Sale <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> and controls access to the Point of Sale data. Third-party applications cannot access the data if the Database Manager is running.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Warning"><img src="../image/warning_icon_small.gif" alt="Warning" title="Warning" width="24" height="25" border="0" class="hcp1"> <span style="font-size: 9pt;">&#160;</span><span style="font-weight: bold; font-size: 9pt;">Warning:</span> This procedure applies to the use of a third-party, automated backup application running outside of Point of Sale. It does not apply to, and may interfere with, <a href="backup_automatic.htm">scheduled backups within Point of Sale</a>. Ensure that Client workstations have exited Point of Sale before shutting down the Database Manager. Any unsaved work will be lost and all workstations will be automatically disconnected from the data with this procedure.<br>
<br>
This procedure is provided as a convenience and is recommended only for advanced users with an understanding of their Windows operating system, the use of batch files, and of the third-party application being used. Intuit does not provide support for third-party applications or for Windows features. Consult a qualified computer consultant if you need additional assistance with this procedure.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Info-Line">Click a link for more information:</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">How it works <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP343486987" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">You'll create two batch files; one to stop the Point of Sale Database Manager service and the other to restart it. You then use the Windows <span class="hcp5">Scheduled Tasks</span> manager to schedule the batch files to run, with time in between them for your third-party application to complete its backup routine.</p>
<p class="Help-Text">If the backup is to occur when the computer is unattended, such as overnight, complete and save all Point of Sale activities and close Point of Sale, but leave the Server Workstation powered on.</p>
<p class="Help-Note"><span class="hcp5">Multi-Store Note</span>: If you are also scheduling Store Exchanges to occur overnight, you must leave Point of Sale running on the Server Workstation. Schedule the Store Exchange to complete before the first batch file is scheduled to shut down the Database Manager. The connection to the database from the server will be lost and Point of Sale will have to be restarted to restore it in the morning.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Create the batch files <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP343411041" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<p class="Help-Text">Use Notepad or another text editor to create the two batch files. Save the files anywhere on the Server Workstation.</p>
<p class="Help-Text">Save the first batch file with a name like <span class="hcp5">QBPOS_DBMgr_STOP.bat</span> and include the following two lines:</p>
<p class="Help-Indent">@echo off</p>
<p class="Help-Indent">net stop "QBPOS Database Manager v7"</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Save the second batch file with a name like <span class="hcp5">QBPOS_DBMgr_START.bat</span> and include the following two lines:</p>
<p class="Help-Indent">@echo off</p>
<p class="Help-Indent">net start "QBPOS Database Manager v7"</p>
<p class="Help-Indent">&#160;</p>
<p class="Help-Note"><span class="hcp5">Note</span>: If you prefer, do not create a batch file to restart the Database Manager and it will be automatically restarted when Point of Sale is next launched on the Server Workstation.</p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Schedule the tasks <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
<div class="droptext" id="POPUP343410632" style="display: none;">
<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
<col style="width: 100%;">
<tr class="hcp3">
<td style="width:100%;" class="hcp4">
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">From the Windows Control Panel, select <span class="hcp5">Scheduled Tasks</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp5">Add Scheduled Task</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">When the wizard asks you to select a program to run, browse to the STOP batch file you created and enter the frequency (daily, weekly, etc.) and time to stop the service.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat for the START batch file. Allow enough time for your third-party application to complete its backup.</p>
</li>
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<p class="Help-Text"><span class="hcp5">Test the tasks</span>: Right-click on the task in the scheduler and select <span class="hcp5">Run</span>. If you bring up the Windows Services window you will be able to observe that the task has stopped/started when you refresh the window.</p>
<p class="Help-Text">Refer to your third-party application's documentation for information about scheduling it to run at the desired time.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp5">Note</span>: If you are on a network domain, you may need to enter a Windows username and password when scheduling the tasks. Enter a user with Administrator privileges or the task may not run.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Automatic and Scheduled Data Backups</p>
<p class="Help-Text"><a href="backupoverview.htm">Overview</a> <font style="font-weight: bold;" color="#C0C0C0">|</font> <a href="backup02.htm">Restoring a Backup</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">By default, your company data is automatically backed up once each day when the Server Workstation exits Point of Sale. If you prefer or if you don't exit Point of Sale each day, you may want to schedule the backup to be made at a specific time each day instead, such as during the night when your computer is otherwise not being used.</p>
<p class="Help-Info-Line">To change to a scheduled backup:</p>
<ol class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu, select <span class="hcp2">Preferences &gt; Company</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the Data Safeguard section of the General page, select the check box for <span class="hcp2">Every Day at</span> and specify a time.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Optionally, change the location for the backup file.</p>
</li>
</ol>
<p class="Help-Indent"><a href="backup_filenames.htm">Learn about default backup locations and file names</a></p>
<ol start="4" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">(Pro) If you use <a href="../qbpos_inventory/inven_itempics.htm">item pictures</a>, specify whether they should be included in the backup.</p>
</li>
</ol>
<ol start="5" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">click <span class="hcp2">Save</span>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Important Note</span>: Point of Sale must be running on the Server Workstation at the scheduled time and, if logins are required, a user with adequate rights must be logged in. &#160;We strongly recommend you <a href="qbpos:helppopup.7487">lock<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> your computer if it will be unattended at the scheduled time.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Backups to the default location (automatic, scheduled, or manual) afford a degree of protection; however, If your working data and backup files are on the same hard drive, both could be lost in the event of a major hard disk problem, natural disaster, fire, or theft.</p>
<p class="Help-Text">For these reasons, we strongly recommend making periodic <a href="backup01.htm">manual backups</a> to an alternate location, preferably to removable media which is stored off-site. In the event of a computer failure or disaster, you will be very happy that you followed a vigorous backup routine including each of these components.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Point of Sale maintains ten generations of your backup files made to the default location and date/time stamps each one. When an 11th backup is performed the first backup file is deleted.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Remember that daily automatic backups are made only if the Server Workstation exits the program.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">As an additional precaution, Point of Sale creates backups before running certain other data-related tasks, such as the <a href="companydata_cleanup.htm">Clean Up Company Data</a> utility and the <a href="../qbposimp/data_import_using.htm">Data Import Wizard</a>.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Point of Sale only backs up your Point of Sale data. Therefore, it should serve as only one component of a comprehensive <a href="backup_strategy.htm">data protection strategy</a>. You must take separate action to back up other important information for your business (QuickBooks financial software records, payroll records, other applications, etc.).</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backup04.htm">End of Day backups</a></p>
<p class="Help-Text"><a href="backup_3rdparty.htm">Scheduling third-party backup applications</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Default Backup File Names and Location</p>
<p class="Help-Text"><a href="backupoverview.htm">Backup Overview</a> <span style="color: #c0c0c0;">|</span> <a href="backup02.htm">Restoring Your Data</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">By default, Point of Sale creates backup files named as shown below and places them in the indicated locations. If you make manual or scheduled backups, you can change both the location and file name to meets your needs.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: In a multi-workstation configuration, data backups can be made only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2" style="background-color: #e2e2e2;">Backups to Default Location</p>
<p class="Help-Text">All routine <a href="backup_automatic.htm">automatic, scheduled</a>, and <a href="backup01.htm">manual</a> backups to the default location are named in this format and placed in this folder. If you need to restore your data from a backup, these files are listed in the restore dialog by date, allowing you to easily find the backup you need.</p>
<p class="Help-Text"><span class="hcp1">File name format:</span> &#160;yyyymmdd0001.qpb</p>
<p class="Help-Indent">This file name represents a date plus a sequential counter:</p>
<p class="Help-Indent">yyyy &#160;= &#160;year, mm&#160;=&#160;month, dd &#160;=&#160;day, 0001&#160;=&#160;sequential backup number for the day</p>
<p class="Help-Indent">qpb &#160;=&#160;the file extension for Point of Sale data files.</p>
<p class="Help-Text"><span class="hcp1">Location:</span> Server Workstation in the following folder:</p>
<p class="Help-Text"><span class="hcp1">Windows XP</span>: C:\Documents and Settings\All Users\Shared Documents\ Intuit\ Point of Sale n.n\Data\&lt;your company file name&gt;\Backup</p>
<p class="Help-Text" style="font-weight: bold;">Windows Vista: <span style="font-weight: normal;">C:\Users\Public\Public Documents\ Intuit\ Point of Sale n.n\Data\&lt;your company file name&gt;\Backup</span></p>
<p class="Help-Text">where n.n = Point of Sale version number</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2" style="background-color: #e2e2e2;"><span style="background-color: #e2e2e2;">Backups to an Alternate Location</span></p>
<p class="Help-Text">Backups to an alternate location use the custom file name and location you specify when making the backup. You will need to browse to the same location to restore from these backups.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2" style="background-color: #e2e2e2;"><span>Special Data Backups</span></p>
<p class="Help-Text">Special backups include those made when performing certain data-related tasks, such as when installing a program update, running the Clean Up Company Data utility, or importing data.</p>
<p class="Help-Text">These backup files are named in the same format as your other backups made in the default folder (see above), but are stored in sub-folders of the default folder, one sub-folder for each task.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp1">Not sure where your Point of Sale data is stored?</span> &#160;Open Point of Sale, and then from the File menu, select <span class="hcp1">Utilities &gt; Browse to Data</span>. A Windows Explorer window opens to the location of data folder.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backupoverview.htm">Backup Overview</a></p>
<p class="Help-Text"><a href="backup02.htm">Restore Your Data</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Implement a Comprehensive Data Protection Strategy</p>
<p class="Help-Text"><a href="companydata_pos.htm">Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backupoverview.htm">Backup and Restore Data</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The data you accumulate in your business is extremely valuable. Keeping it safe should be a top priority. Point of Sale provides several methods to help you protect your data:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">By requiring employee logins and assigning security rights you can limit access to your data and program features. <a href="../qbpos_secadmin/secadminoverview.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Changes that affect your inventory value (cost and quantity) are automatically tracked on transactional documents and adjustment memos, creating an audit "trail." <a href="../qbpos_getting_started/gstarted_documentsdefined.htm">Learn more</a></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><a href="backupoverview.htm">Backup</a> copies of your company data can be made each time you run the End of Day procedure, automatically once each day when the Server Workstation exits the software, or at any scheduled time you specify. Additional protection can be gained by following a regular <a href="backup01.htm">manual backup routine</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Your data files are automatically checked for integrity and repaired if necessary as backups are made. This procedure is automatic and no user action is necessary.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">If you use the QuickBooks Desktop POS Merchant Service to process credit and debit card transactions, you must take measures beyond the general recommendations listed below to protect your customer's card information. Refer to the electronic <a href="../qbpos_help_and_support/POSPCIGuide.pdf">Implementation Guide</a> for assistance in using Point of Sale within an overall system that meets the <span style="font-weight: bold;">Payment Card Industry (PCI) Data Security Standard (DSS)</span> requirements.</p>
</li>
</ul>
<p class="Help-Heading-2">General System and Network Protection</p>
<p class="Help-Text">While the steps above are intended to protect your Point of Sale data, you should also be concerned about general system protection. Here are several more suggestions for protecting your data and the systems on your company network.</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Require password logins</font> Assign a unique username and password to each person in your company using Point of Sale. Each employee should have a unique user name and password for Windows and for Point of Sale. Point of Sale, like any Windows application, relies on security features within Windows. These features are most effective when each user on the system can be accounted for. With password protection set, access to your company file can only be granted with the assigned passwords. If you share your data file with an accountant or other business advisor, assign user names and passwords to them as well.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Restrict Security Rights</font> Configure Point of Sale security rights appropriate for your business and the needs of your employees to access specific features and data. Point of Sale comes with four default security groups (sets of rights) and you can create custom groups as needed.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Install and use anti-virus software</font> and keep it up to date!</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Install a network-based or PC-based firewall </font> If you install a firewall on your Internet connection, you can reduce the likelihood that uninvited persons will use the Internet to access systems on your network. Firewall products will help you to ensure that your computers only conduct the traffic you allow. Most major brands of anti-virus software also offer firewalls. Firewalls may have to be configured to allow Point of Sale to communicate between workstations on a network.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Use Windows security and Windows Update</font> To obtain and install the latest security updates for your computer. Find out more about Windows security and Windows Update services from Microsoft at <a title="This is not an Intuit site and is subject to change." href="http://www.microsoft.com/security/">http://www.microsoft.com/security/</a>.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Backup your data frequently</font> Keep backups of your data file in a safe location, preferably off-site. Keep your backups in a fireproof safe, or at a business records management facility.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Install a UPS</font> A UPS (uninterruptible power supply) helps ensure data integrity in the event of a sudden power loss by providing a few critical minutes of backup power in which you can complete and save in-progress transactions. Without a UPS, these transactions are usually lost and, as with any software, the data file can become corrupt if disk-write operations were in progress when the power was lost. We recommend a UPS on each Point of Sale workstation, but most importantly on the Server Workstation which stores your data.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp1">Restart your computer at least a couple times a week</font>. Restarting or "rebooting" is how your computer cleans up the bits and pieces (i.e., files) of applications and data that inevitably get stranded in its memory and temporary file locations over time. Left to accumulate, these files eventually can cause conflicts as applications compete for your computers resources. Restarting occasionally wipes the slate clean and helps resolve these conflicts. We also recommend completely shutting down your computer at least once per week or anytime you are having hardware-related issues (leave it off for at least 15 seconds before powering on again).</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Backing Up Your Company Data</p>
<p class="Help-Text"><a source="shell" href="databackup_hdi.htm">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> <font color="#C0C0C0" class="hcp1">|</font> <a href="backup02.htm">Restore from a Backup</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backup_strategy.htm">Data Protection Strategy</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span style="font-weight: bold;">Note</span>: Data backups can be done only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>. There is no need to do backups on client workstations.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">The data that you gather during day-to-day business operations is invaluable and must be protected. Power failure, media defects, disgruntled employees, or hardware problems can corrupt or destroy your company information. Backing up your data on a regular basis enables you to recover from such events as quickly and painlessly as possible. Failure to do so puts your entire business at risk.</p>
<p class="Help-Text">Point of Sale provides several backup and restore features:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">An <a href="backup_automatic.htm">automatic backup</a> is made once a day when the Server Workstation exits the program or at a specific time that you schedule; the most recent ten backup files are maintained</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Backups are also made or suggested by Point of Sale anytime you run certain data-related tasks, such as when installing program updates, running the Clean Up Data utility, or importing data</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You have the option to include making a backup in your <a href="backup04.htm">End of Day</a> procedure and the ability to make <a href="backup01.htm">manual backups</a> at anytime to the <a href="backup_filenames.htm">default</a> or an alternate location</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If necessary, you can <a href="backup02.htm">restore</a> your company data from any available backup file; Point of Sale will automatically suggest the most recent backup to the default location for the restore</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) You can optionally include <a href="../qbpos_inventory/inven_itempics.htm">item pictures</a> in your backup (will increase backup time and file size)</p>
</li>
</ul>
<p class="Help-Text">For maximum protection, it is recommended that you do regular backups to removable media that you store off-site.</p>
<p class="Help-Text">If you create a backup while other workstations are still using Point of Sale, only those transactions that have been updated (saved) are included in the backup file. We recommend that all workstations complete and save any pending transactions before a backup is made.</p>
<p class="Help-Text">It is important to note that Point of Sale only backs up your Point of Sale data. Therefore, it should serve as only one component of a comprehensive <a href="backup_strategy.htm">data protection strategy</a>. You must take separate action to back up other important information for your business (QuickBooks Desktop financial software records, payroll records, other applications, etc.).</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_03">Security rights for back up/restore</a></p>
<p class="Help-Text"><a href="backup_filenames.htm">Backup file names and location</a></p>
<p class="Help-Text"><a href="backup_3rdparty.htm">Scheduling third-party backup applications</a></p>
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<p class="Help-Heading-1">Clean Up Company Data</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Text">The Clean Up Company Data procedure optimizes your Point of Sale data file, resulting in faster searches, lookups, and reporting. This procedure also allows you to remove old transactions and other information from your data file.</p>
<p class="Help-Text">Optionally, you can also choose to compress the data file so that it takes less hard disk space. <a href="../qbpos_help_and_support/help_licensemerge.htm">How is compressing different than optimizing the data file?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: In a multi-workstation configuration, this feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Warning"><span class="hcp2"><img src="../image/warning_icon_small.gif" alt="Warning" title="Warning" width="24" height="25" border="0" class="hcp1"> &#160;Warning!</span> &#160;Compressing the data file will significantly add to the amount of time this process takes and may not provide additional improvement to performance. Compressing a large data file may take several hours and is recommended only if you are running out of physical disk space. Complete this process during off-hours as it cannot be canceled once started.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">A backup of your current data, before cleanup, will automatically be created during this procedure.</p>
<p class="Help-Info-Line">Before beginning:</p>
<ul class="hcp3">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Read <a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_help_and_support/help_win_controlpanel.htm');return false;">What do I need to know about cleaning up my company data?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If desired, delete unneeded records from your item, customer, vendor, and employee lists. These records are not removed by the Clean Up Company Data procedure; however the lists are optimized if records have been manually deleted.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Close Point of Sale on all workstations except the Server Workstation.</p>
</li>
</ul>
<p class="Help-Info-Line">To clean up your data:</p>
<ol class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu at the Server Workstation, select <span class="hcp2">Utilities &gt; Clean Up Company Data</span>.</p>
</li>
</ol>
<p class="Help-Indent">The Clean Up Company Data wizard is launched.</p>
<ol start="2" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Next</span> to move through the wizard pages, selecting cleanup options:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Specify if the data file is to be compressed.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">Select the records and/or documents you want to remove.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List">If removing <a class="popupspot" href="JavaScript:hhctrl.TextPopup('History documents include sales receipts, receiving vouchers, adjustment memos, and for Multi-Store users, transfer slips. These are transactions that directly affect your inventory.','Arial,10',10,10,00000000,0xc0ffff)" style="color: #008000;">history</a> documents, specify a cleanup date. All selected history documents created prior to the specified date are removed.</p>
</li>
</ul>
<ol start="3" class="hcp4">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Cleanup</span>.</p>
</li>
</ol>
<p class="Help-Indent">A progress dialog is displayed as the cleanup procedure is carried out.</p>
<p class="help-text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp3">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">Transactions and records removed are no longer available on Point of Sale reports, customer history, or vendor history. However, all transactions are retained on the item history screen (but you can't QuickZoom to view them).</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Even if no records or documents are selected for removal, this procedure will optimize your data file for better performance.</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="backup02.htm">Restore from a data cleanup backup</a></p>
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<title>Connect to the Company Data on the Server</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Connect to the Company Data on the Server</p>
<p class="Help-Text"><a href="companydata_pos.htm">Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_wstypes.htm">About Server/Client Workstations</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">In a networked, multi-workstation configuration, use this procedure to connect a Client Workstation to the Point of Sale company data on the Server Workstation. Your computers must be properly networked.</p>
<p class="Help-Info-Line">To connect a Client to the company data:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Ensure that the Server Workstation is running.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Launch Point of Sale on the Client Workstation.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Point of Sale searches your network and locates the server installation of your company data.</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">If a single company data file is located, the Client is automatically connected to it. And the following steps do not apply.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">If more than one Point of Sale company data file exists on the network, a window is displayed listing the names of the files. Continue with the following steps.</p>
</li>
</ul>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the company data you wish to access and select <span class="hcp2">OK</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, select a workstation number for this computer, and select <span class="hcp2">OK</span>.</p>
</li>
</ol>
<p class="Help-Indent">If you require employee <a href="../qbpos_secadmin/basic210.htm">logins</a> (previously set up), the Log In window is displayed. Use your user name and password to log in to the program.</p>
<ol start="6">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat this procedure for each Client Workstation.</p>
</li>
</ol>
<p class="Help-Text">On subsequent launches of the Client Workstation, Point of Sale automatically reconnects to the same server/company data.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: Virtual Private Networks (VPN) and wireless networks tend to be low bandwidth (slow) and therefore are not recommended for use with Point of Sale. These network configurations may be unreliable.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/help_install_add_ws.htm">Install additional workstations</a></p>
<p class="Help-Text"><a href="../qbpos_help_and_support/help_licensing.htm">About Point of Sale licensing</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Convert Data from a Previous Version</p>
<p class="Help-Text"><a href="companydata_pos.htm">Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backupoverview.htm">Backup/Restore Data</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale prompts you to convert company data from a previous version, if detected, when the program is first started on the Server Workstation. You can also use the second procedure below to convert previous version data at anytime in the future.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: In a multi-workstation configuration, this feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Info-Line">To convert company data when prompted on initial startup:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Answer <span class="hcp2">Y</span><font class="hcp1">es</font> to converting your prior version data when Point of Sale alerts you it has been detected.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a unique name for the new company data file and select <span class="hcp2">OK</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the dialog displayed, confirm the location of the previous installation of Point of Sale and select <span class="hcp2">OK</span>.</p>
</li>
</ol>
<p class="Help-Indent">Alternatively, you can browse to a different location or specify that the conversion should be done from a backup file of previous data.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If prompted, be sure all workstations have closed the previous version and then answer <span class="hcp2">Y</span><font class="hcp1">es</font> to continue with the conversion.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale copies the data files from the previous version and then converts the copied files to the current format. This process may take several minutes, as customer, vendor, and item histories are built. The total time required will vary with the size of your existing data file and hardware configuration. Your data files in the previous version are left unchanged in this process.</p>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">OK</span> to close the import confirmation window when displayed.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If you require employee logins, the Log In window is displayed. Use your previous version user name and password to log in to the program.</p>
</li>
</ol>
<p class="Help-Info-Line">To convert company data from a previous version later:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Close all <a href="../qbpos_basic_procedures/navigation_find/basic_openwindows.htm">open windows</a> and have all other workstations exit Point of Sale.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <span class="hcp2">C</span><font class="hcp1">ompany Operations</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp2">C</span><font class="hcp1">onvert from previous version</font> and click <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Follow the prompts (same as above) to complete the conversion, identifying the location and version number of your previous installation when requested.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="companydata_opening.htm">Open a company data file</a></p>
<p class="Help-Text"><a href="companydata_share.htm">Share your data with an advisor or accountant</a></p>
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<title>Create a New Company Data File</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Create a New Company Data File</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to create a new Point of Sale company data file.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note:</span> &#160;In a multi-workstation configuration, this feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Note"><span class="hcp1">Note:</span> &#160;If this is the first time you are running Point of Sale and you have been prompted to create a company file, start with step 4 below.</p>
<p class="Help-Info-Line">To create a new company data file : &#160;</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In a multi-workstation configuration, close Point of Sale on all client workstations.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the <span class="hcp1">File</span> menu, select <span class="hcp1">Company Operations</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp1">Create new company</span> and click <span class="hcp1">Next</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a unique name for the new company data, then click <span class="hcp1">OK</span>.</p>
</li>
</ol>
<p class="Help-Indent">(Pro) Also specify your store type and, if a remote, specify a store number before clicking <span class="hcp1">OK</span>.</p>
<p class="Help-Indent">Point of Sale displays a status indicator as it creates the new company data.</p>
<ol start="5">
<li class="p-Help-Steps" style="font-size: 9pt; font-weight: normal;">
<p class="Help-Steps" style="font-weight: normal;">Click <span class="hcp1">OK</span> when the confirmation dialog is displayed.</p>
</li>
</ol>
<p class="Help-Indent">The registration screen (if applicable) and then the <a href="../qbpos_equipment/equip_hwsetupwiz.htm" class="hcp2">Hardware Setup Wizard</a> and <a href="../qbpos_interview/iview_overview.htm" class="hcp2">Setup Interview</a> will launch to assist you in configuring the program for your store(s).</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
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<p class="Help-Heading-1" style="background-color: #008000;">POS Company Data: How do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Main-Topic-Links"><a href="companydata_connecting.htm">Connect to my company data on the Server Workstation</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_create.htm">Create a new company data file</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_opening.htm">Open a company data file</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_rename.htm">Rename my company data file</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_converting.htm">Convert data from a previous version</a></p>
<p class="Help-Main-Topic-Links"><a href="backupoverview.htm">Backup or restore my company data</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_share.htm">Share my company data with an advisor or accountant</a></p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot data connection problems</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Open a Company Data File</p>
<p class="Help-Text"><a href="companydata_pos.htm">Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backupoverview.htm">Backup/Restore Data</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale automatically opens the last company file that you worked with when you start the program.</p>
<p class="Help-Text">You can use this procedure to open a different Point of Sale company file stored on the Server Workstation or to browse to a file on your network.</p>
<p class="Help-Info-Line">To open a company data file:</p>
<ol style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Close Point of Sale on <a href="../qbpos_help_and_support/help_wstypes.htm">client</a> workstations.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the File menu, select <span class="hcp2">Company Operations.</span></p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Open existing company</span>, and select a file from the drop-down list displayed. The list includes all company data files detected on the Server Workstation.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Click <span class="hcp2">Next</span>.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale opens the specified company data.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics"><span class="hcp2">Related Topics</span></p>
<p class="Help-Text"><a href="companydata_share.htm">Share your data with an advisor or accountant</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"><span class="hcp2"><img src="../image/lightningbolt_shg.gif" alt="This symbol indicates that an Internet connection is required." title="This symbol indicates that an Internet connection is required." style="border: none;" width="9" height="15" border="0"> &#160;Additional online resources. Internet connection required.</span></p>
<p class="Help-Text" style="font-weight: normal;"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank" class="hcp3">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text" style="font-weight: normal;"><a title="POS Support Web Site - opens in a new browser window" href="http://support.quickbooks.intuit.com/Support/ProductUpdates.aspx" target="_blank" class="hcp3">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Working with Point of Sale Company Data</p>
<p class="Help-Text"><a source="shell" href="qbpos:helppopup.7518">How do I?</a><img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"> <font color="#C0C0C0" class="hcp1">|</font> <a href="backupoverview.htm">Backup and Restore Data</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale allows you to create a new company data file, convert data from a previous version of the software, and to open any company data to which you have access on your network. These options are available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a> and are subject to <a href="../qbpos_secadmin/secadminoverview.htm">security rights</a>.</p>
<p class="Help-Text">You can send your Point of Sale company data to an advisor or accountant, who can open the file on his own computer (must have Point of Sale installed).</p>
<p class="Help-Text">Upon initial startup of Point of Sale on the Server Workstation, you are prompted to create your company data (or to convert from a previous version of Point of Sale, if detected). If you chose not to create or convert company data initially but need to so now, or if you decide to start over, you can access these choices at anytime by selecting <span class="hcp2">C</span><font class="hcp1">ompany Data</font> from the File menu.</p>
<p class="Help-Text">Select a topic from the <span class="hcp2">How Do I?</span> link above for more information.</p>
<p class="Help-Text">(Pro) The Server Workstation at each store creates its own company data. Once Store Exchanges begin, the shared company information from Headquarters is added to the company data file at remote stores.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Where is my company data stored?</p>
<p class="Help-Text">The default locations for your Point of Sale data file is:</p>
<p class="Help-Text"><span class="hcp2">Windows XP</span>: C:\Documents and Settings\All Users\(Shared) Documents\ Intuit\ Point of Sale n.n\Data\&lt;your company file name&gt;</p>
<p class="Help-Text" style="font-weight: bold;">Windows Vista: <span class="hcp3">C:\Users\Public\Public Documents\ Intuit\ Point of Sale n.n\Data\&lt;your company file name&gt;</span></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text" style="font-weight: bold;">To quickly go to this location from Point of Sale: &#160;<span class="hcp3">From the File menu, select</span> Utilities &gt; Browse to Data<span class="hcp3">. A Windows Explorer window opens to the location of your data folder.</span></p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
<p class="Help-Heading-2">Payment Card Industry (PCI) Data Security Standard (DSS)</p>
<p class="Help-Text">If you use the <a href="../qbpos_merchant_service/cardservicesoverview.htm">QuickBooks POS Merchant Service</a> to authorize and settle payment card transactions, you must take measures beyond the general recommendations listed above to protect cardholder data during the collection, transmission, and storage of that data. Refer to the electronic <a href="javascript:UniqueId0.Click()">Implementation Guide</a> for assistance in using Point of Sale within an overall system that meets the Payment Card Industry (PCI) Data Security Standard (DSS) requirements.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="../qbpos_help_and_support/helpandsupport17.htm">General connection, performance, and networking FAQs</a></p>
<p class="Help-Text"><a href="../qbposimp/data_import_using.htm">Importing data</a></p>
<p class="Help-Text"><a href="../qbpos_fields/fields_capacities.htm">Program capacities</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Rename Your Company Data File</p>
<p class="Help-Text"><a href="companydata_pos.htm">Company Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="backupoverview.htm">Backup/Restore Data</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_help_and_support/help_data_connection.htm">Troubleshoot</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp2">Note</span>: In a multi-workstation configuration, this feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">You can rename your currently open company data file at anytime. After renaming the file, each Client Workstation that uses the file will have to search and select the new file on next startup.</p>
<p class="Help-Info-Line">To rename your company data file:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Close Point of Sale on all Client Workstations.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the Server Workstation, <a href="companydata_opening.htm">open</a> the data file you wish to rename (if not already open).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <span class="hcp2">C</span><font class="hcp1">ompany Operations</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp2">Rename Company</span> and click <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter a new name for the file and click <span class="hcp2">Rename</span>. The new name cannot duplicate the name of an existing file.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Restart Client Workstations.</p>
</li>
</ol>
<p class="Help-Indent">Point of Sale will search the network and locate the company data file. If a list of files is presented on the Client Workstation, select the new file name.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="companydata_share.htm">Share your data with an advisor or accountant</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Share Your Company Data with an Advisor or Accountant</p>
<p class="Help-Text"><a href="companydata_pos.htm">Company Data Overview</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="../qbpos_merchant_service/mas_PCIDSS.htm">Protect Customers' Payment Card Data</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">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.</p>
<p class="Help-Text">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.</p>
<p class="Help-Text"><font style="font-weight: bold; font-style: italic;">Security Note:</font> We strongly recommend that you require user logins if sharing your data with other parties. <a href="../qbpos_secadmin/secadmin02.htm">Add your advisor as an employee</a> 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.</p>
<p class="Help-Info-Line">To create a copy of your Point of Sale data for an advisor:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <span class="hcp2">B</span><font class="hcp1">ack Up Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">In the Backup Data dialog, select <font class="hcp1">Backup to an alternate location</font> and then click <span class="hcp2">B</span><font class="hcp1">rowse</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">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.</p>
</li>
</ol>
<p class="Help-Info-Line">(Advisor) To access your clients data:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <font class="hcp1">Company Operations</font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp2">Create new company</span> and click <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Enter a unique name for the new company data, then click <span class="hcp2">OK</span>.</p>
</li>
</ol>
<p class="Help-Indent">The new data file is created and confirmed.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the File menu, select <font class="hcp1">Company Operations</font>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp2">Restore from backup</span> and click <span class="hcp2">Next</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">Browse to a</span><font class="hcp1">lternate backup file</font> and then browse to locate the clients backup file on the provided media. Look for a file with the .qpb extension and then select <span class="hcp2">O</span><font class="hcp1">pen</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">OK</span> to restore the clients data to the new data file created in Step 2. The clients data is opened on your computer.</p>
</li>
</ol>
<p class="Help-Text">This procedure adds the clients data to your database server list. You can subsequently reopen this data by selecting <span class="hcp2">C</span><font class="hcp1">ompany Data</font> <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> <font class="hcp1">Open</font> from the File menu.</p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="companydata_create.htm">Create a new company data file</a></p>
<p class="Help-Text"><a href="companydata_opening.htm">Open a company data file</a></p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1">Backup/Restore Company Data: How Do I?</p>
<p class="Help-Text">This is a popup topic and has been hidden</p>
<p class="Help-Main-Topic-Links"><a href="backup_automatic.htm">Automatically back up my data</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="backup04.htm">Back up as part of the End of Day procedure</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="backup01.htm">Manually back up my data</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="backup03.htm">Back up to removable media</a></p>
<p class="Help-Main-Topic-Links" style="margin-top: 2.00pt;"><a href="backup02.htm">Restore from a backup</a></p>
<p class="Help-Main-Topic-Links"><a href="companydata_pos.htm">Create, open, or rename my POS company data</a></p>
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