User guide

Find the task. Follow the steps. Get back to business.

User guide / Account & security

Back up and sync across devices

Work offline with local records, then reconnect to keep your account up to date.

  1. Open the app menu → Settings → Backup and sync data.
  2. Automatic backup and sync are on by default for owner accounts. Connect to the internet and check the sync status and last successful sync. You can also use Back up now and wait for confirmation.
  3. Before replacing or clearing a device, verify that your backup is current.
  4. Sign in to the same account on a compatible app build to receive your cloud records, including business details. Read any restore confirmation carefully because it can replace the local workspace.

Still need a hand?

[email protected]