All Entries Tagged With: "Backup"

Review: SmartVault Documentation Management for QuickBooks

I’ve talked about documentation management systems (DMS) and their value to a business in my article on PaperSave Plus. Today I’ll review another DMS system that works with QuickBooks: SmartVault.

This product takes a different approach than PaperSave Plus – it stores your information in an online server rather than in a database on your local computer. In addition, you pay a monthly fee rather than making a one-time purchase. In addition to storing your documents you have the ability to store backups of your company file.

Review: PaperSave Plus Documentation Management for QuickBooks

A Documentation Management System (DMS) is a program that is used to store electronic documents and/or images of paper documents. In this article I’ll talk about PaperSave Plus, a QuickBooks Compatible documentation management system.

If you are working with QuickBooks you may find that you have various documents that you want to associate with transactions. For example, a customer PO to associate with your invoice. A written contract to associate with an estimate. A statement or bill to associate with a check.

Using Online Backups to save your QuickBooks Data

In my Backing Up QuickBooks Data article I talked about the importance of a good backup plan for your business. Today I’ll talk a bit about one portion of a good plan, using online backups.

When I’m hired to evaluate a business and their QuickBooks procedures one of the first things I look at is how they are making backups of their data. Not just their QuickBooks data, but all important electronic business information. All too often I find that there is no comprehensive backup and recovery plan in place. Some businesses have a plan, but they aren’t being implemented correctly. The most common reason is that backing up data is time consuming, complicated and a major hassle to perform. That is why I like online backups – they are simple to implement and don’t take a lot of effort to run.

Backing Up QuickBooks Data

One of the most important tasks for a business that uses computer is backing up your data. Everyone knows that you need to, few businesses do a proper job. In this article I’m going to discuss how you should be handling backups.

Restoring QuickBooks Backups

In the QuickBooks user forums I often see people complaining that they have restored a backup (either to move QB to a new computer, or restore after reformatting their hard drive) and they find that their company logo, on their invoices, isn’t restored. Other files may be missing, such as loan manager files. Today I’ll give you a tip on how to restore these files.

Saving your Customized Forms

Most people customize the forms that they use in QuickBooks. If you put in a lot of time setting them up, do you want to take a chance on losing them? They might not be as safe as you think…