Arguably, your MYOB company file is the most important file in your computer. Therefore, it is critically important to backup.

Backing-up means copying your data file to another location or medium as protection against computer crash, fire, theft, etc. It is important to ensure your backups are maintained somewhere other than the computer/hard drive containing MYOB.

MYOB has a built in backup system. It is strongly recommended to backup to a zip disk, a CD or a removable disk drive.

You should back-up every day you enter data. Backups should be maintained in sets consisting of each workday (5), each month (12), payroll year end (1) and financial year end (1).

Ensure that your system has been set to automatically prompt you for a backup when you exit the data file.

To set the system for automatic prompting:

  1. From the Setup menu select Preferences
  2. Select the Security tab
  3. Click to place a tick on Prompt For Data Backup When Closing. Now when you exit the data file a dialogue box will ask Do You Wish To Backup at This Time?
  4. Click Yes
  5. Choose whether to Backup All Data or Backup Company File Only. You only need to backup the Company File, unless you have made recent changes to your custom forms (in which case you should backup All Data)
  6. Choose whether or not to Check Company File For Errors (recommended)
  7. Click Continue
  8. MYOB automatically enters a date-based backup file name – replace this with the name of your backup e.g. Friday
  9. Select the location for your backup by clicking the Save In drop-down list
  10. Click Save

Remember to appropriately label and securely store your backups.

For further assistance: Contact Melanie Jenkins
Download this MYOB Help Sheet with accompanying images to assist you with each step below…


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