How to use the Automatic Backup feature
How to make Automatic Backups

The Automatic Backup feature is designed to make a Backup of the user's data on an as-needed basis. If Contributions or Checkbook changes have been made in the current session, then an Automatic Backup will be made when the user EXITS those screens if this feature is turned ON. These Backups can be made to a Local Location, to the Cloud, or both. If the CLOUD option is turned ON, then other users may be able to RESTORE from these Backups. (if PRIVATE option is not selected)
The Cloud Automatic Backup feature is ONLY AVAILABLE to Software Service Plan subscribers.

Backup Icon
  1. From the Main Menu, click the Backup/Restore icon.
  2. The Automatic Backup Setting box will appear at the lower area of the Backup screen. If you do not see this box, then you may not have the necessary user privileges.
    3. Automatic Backup
  • Select the On or OFF status.
  • LOCAL: Click inside the LOCATION box to specify the destination for Local Backups. The default setting is the folder named "bkp_auto" inside the user's NTS data folder. (usually "C:\NTSData") Other Locations could be specified such as External storage devices or network locations.
  • CLOUD: Click the PRIVATE box if you do not want any other user's computer to be able to access the Automatic Cloud Backups made from this computer.
  • CLOUD UPDATE button: This button can be clicked if the user's Cloud Security settings have become outdated. This is typically not necessary.
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