Step 1 Create a backup of your company
NOTE: All users need to log out during the retrieve and replace process.
Step 2 Retrieve the backup to replace the live data
- On the Active Payroll Subscription screen, click More actions.
- Choose Retrieve backup.
- Select your company from the dropdown list.
- Locate the backup from the list.
- Click Retrieve under Actions.
You'll return to the Active Payroll Subscription screen.
Step 3 Replace the backup
- On the Active Payroll Subscription screen, click the company in the Retrieved Backups column.
- Select Replace the company in my live data with the backup's data.
- Review the information on the Backup Action pop-up.
- Select Restore Backup.
CAUTION: If you see the message 'There was a problem replacing the backup in live', the system couldn’t replace the live data. This indicates the backup is on an older version, or from a previous tax year. Contact Customer Support for assistance.
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