A final word about CBS It is strongly recommended that you back up the client’s data after
completing the initial setup.
Choose
File / Backup / Database and then File / Backup / Layouts.
Make two sets of backup disks — one to leave with the client and the
second to take with you to your own office. Please encourage your client
to back up their company data on a regular basis.
Note: CBS automatically creates a copy of the client’s backup file and
stores it in an archive subfolder on the hard drive where the CBS
program is installed. By default, this backup location is c:\Program
Files\Client Bookkeeping Solution\Data\Archive\Backups.
Before leaving your client’s office, you should demonstrate CBS to the
client to highlight some of the features and procedures the client will use.
Instruct your client to review the Client Bookkeeping Solution CheckWriter Getting Started guide, any PDF documents of any other
relevant getting started guides, the Client Bookkeeping Solution Tutorial,
and the CBS help topics before they start to enter transactions. You
should also provide instructions to your client on how and when to
export CBS data and how to transmit the export file (and any printed
reports that you require) to your firm’s office.
Because backing up client data at certain times can be critical to your
success with CBS, the program automatically backs up the data and
stores the files for you.
