This article demonstrates how to backup returns in CrossLink 1040. The regular backup of returns is essential to avoid loss of information in the event of hardware failure.
Overview
Enable the Backup Feature
1. Log into CrossLink 1040 as a user with administrator rights.
2. Click Setup > Office Setup.
3. Click the General tab.
4. In the Backup section, select the Enable Backup check box.
5. In the Backup Path field, either enter the path to which to save the backup file, or click the Browse button and specify a directory to use.
6. Click OK to return to the Work in Progress Summary.
7. On the toolbar, click the Lookup button.
8. On the toolbar, click the WIP button to return to the Work In Progress Summary.
9. The Backup Return option will now be enabled.
Backup Returns
1. On the Work in Progress Summary, click the Backup Returns option.
2. Click Full Backup.
3. Select the items to be backed up by selecting the appropriate check boxes.
🖐 Note: The minimum options that need to be selected are Tax Returns and PDF Documents.
4. Click OK to back up the selected items.
🖐 Note: The backup file will be created in the directory specified in Step 5 of Enable the Backup Feature.