The problem
Accounting data is business-critical and should be backed up before migrations, upgrades and major configuration changes.
Recommended approach
Keep a verified backup copy before every significant change and retain older versions according to business needs.
Step-by-step checklist
- Close the application for the backup window.
- Create the application backup.
- Copy it to separate storage.
- Confirm the backup file can be opened or restored.
- Keep the pre-change copy until the change is validated.
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