How to back up and restore all program data

How to back up and restore all program data

SUMMARY

This article provides information on how to back up and restore all data in the program.

MORE INFORMATION

The simplest method to transfer all data to a different computer is to copy the entire program folder from one computer to another.

Important: This method should not be used if tax returns exist on the computer to which the data is to be transferred.

If an copy of the program exists on the target machine, please refer to "How to merge two installations of the program".

Copy the original install:

  1. Insert a removable media into the computer – (i.e. a flash drive, thumb drive, etc). Make a note of the drive letter assigned to it by Windows.
  2. Browse to the drive where the program has been installed (the program installs by default to "C:/xlinkYY", where YY are the last two digits of the program year).
  3. Right-click the XlinkYY folder (where YY is the last two digits of the year to be copied) and select Copy.
  4. Browse to the drive letter assigned to the removable media (noted above).
  5. Press Ctrl-V on the keyboard to copy the data to the removable media. A progress bar will appear and indicate when the copying is complete.
  6. Safely remove the media, following instructions and precautions included with the device.

Restore the copied data on the target machine:

  1. Insert the removable media into the target machine.
  2. Browse to the location on the media where the XLinkYY folder was copied.
  3. Right-click the XlinkYY folder and then select Copy.
  4. Browse to the location where the install is to be copied (the root of the C: drive is recommend).
  5. Press Ctrl-V on the keyboard to copy the data to the new location. A progress bar will appear and indicate when the copying is complete.

Create a desktop shortcut for the program on the target machine:

  1. Open the folder copied in the last step of the prior section.
  2. Locate the file "xlink32.exe" in this folder.
  3. Right-click this file and select Send to->Desktop (create shortcut). A shortcut will be created on the Desktop.
  4. Browse to the desktop and locate the icon named "Shortcut to xlink32.exe". Right-click on this icon, and select Rename.
  5. Type in the desired name for the shortcut.
  6. Press enter to save the name of the shortcut.
The program will now launch from the shortcut on the target machine normally.

    • Related Articles

    • How to restore and apply program updates from a backup

      SUMMARYThis article demonstrates how to restore program updates from a backup made from another installation. These returns would be transferred using portable media (i.e. a thumb drive, a cd-rom, etc). MORE INFORMATION To restore and apply the ...

    • How to restore a deleted tax return

      SUMMARYThis article demonstrates how to restore a deleted tax return in the program. MORE INFORMATION To restore a deleted tax return, follow these steps: Log in to the program as a user with administrator rights. From the top menu, select ...

    • Can I convert my data from a different software?

        Yes, the converter program converts data from: Drake Tax Slayer Tax Wise Pro Series Drake Business Go to TaxPro Alliance SharePoint and download the prior year software same user ID and password as current year. Transmit and apply software updates. ...

    • Data Retrieval

      Go to Utility; Create Restore File; Enter User ID name file and select location. Send to client; Save file on the server; Go to Utility; Select Retrieve Returns.

    • How to transfer a return between installations of the program

      SUMMARYThis article demonstrates how to back up a single tax return and restore it on another computer. MORE INFORMATIONThe Transfer Return function is used to copy a tax return to another computer. To transfer the return, some form of portable media ...