How do I backup my data?

Zoho Books lets you export all the data from your organisation to a CSV file. This will help you to have a secure backup of your data. To do this:

• Click the Gear icon to go to Settings.

• Navigate to Data Backup.

• Go to the Backup Data tab to export all the data.
  Or
  Go to the Backup Documents tab to export just the documents.

• Click Backup Your Data or Backup Your Documents in the respective tab, and a pop-up will open.

  

• Click Continue to initiate the backup.

You will receive an email that the backup has been initiated.

Once done, you will be notified in your Zoho Books app that the backup has been completed. You can download the data from the email sent to you or from the Data Backup page in the Zoho Books app.