This support note applies to:
- AO Tax (AU)
- AE Tax (AU)
- AE Tax (NZ)
- AE Tax Series 6 & 8 (AU)
- AE Tax Manager (NZ)
- AE Document Manager (AU)
- AE Document Manager (NZ)
- AO Document Manager (AU)
- AO Document Manager (NZ)
- AE Practice Manager (AU)
- AE Practice Manager (NZ)
- AO Practice Manager (AU)
- AO Practice Manager (NZ)
- AE Statutory Reporter (AU)
- AE Statutory Reporter (NZ)
- AO Statutory Reporter (AU)
In MYOB Accountants Enteprise (MYOB AE) or MYOB Accountants Office (MYOB AO) you may be requested by Support or referred to by another knowledge base article to back up the AE or AO database.
The following instructions article will step you through this process.
- Backup and restore functions are performed on the server not a workstation.
For AE sites using Series 6 or Series 8 Tax, this backup feature does not replace Datasafe backups. Datasafe backups should still be used for data from Profiles, Timecost and FBT products. Do not remove the Datasafe Scheduled Backup from the Windows Task Scheduler.This backup feature does not replace your system back up. It should be used in conjunction with offline backups to take the backup files created to an offline source in case of a complete server failure.
Perform the following steps in MYOB AE or AO as a Superuser or Administrator group user.
- Follow the menu path: Maintenance > Backup > Back Up Now. The Back up now window appears.
- Click the ellipis [...] for the Backup location. The Browse For Folder window appears.
- Select a backup location and click OK. The backup location displays.
Type file name in the Backup name field. The name for the backup file is entered.
For MYOB AO the Backup AO Classic data checkbox is ticked by default. MYOB recommends that you also backup the AO Classic data every time you backup your MYOB AO data. Do not deselect this option.
- Click Back up. The Back up now progress bar appears and when finished the message "The backup has completed successfully" appears.
- Click OK. A zip file containing the backed up data files is created in the location selected in step 2 with backup name entered. This file contains the following folders:
- AO Classic: This is the AO Classic data.
- Core: This is the main MYOB AE or AO database; for example VMPSER, AODB1, mailing templates, billing templates, if you use Practice Manager, and other key files.
- Tax: This is the MYOB AE or AO Tax database; for example AETAX1 or AOTAX1.
|Data Included in backup||Data not included in backup|
AE/AO SQL Databases
Configuration files (where "SOL64" is the Tax or System Release directory, and <Database> is the database name:
AO Classic data (if selected)
Data from the following legacy products:
MYOB Internal Notes:
New Zealand AO clients must always back up the AO Classic data. Due to integration between the 2 products, if they have a system failure they need to restore AO Classic and MYOB AO databases from the same back up set.