Step 1. Open Tally on your computer.

Step 2. Go to “Gateway of Tally” screen.

Step 3. Select “F2: Period” in the top menu if you want to set a specific date.

Step 4. Click on “Data” in the main menu.

Step 5. Choose “Backup” from the options.

Step 6. Select the location on your computer where you want to save the backup file.

Step 7. Press Enter to start the backup process.

Why Backup Your Data?

Regular backups protect your financial data, so you can restore it if there’s a problem. This is important for all businesses, big or small.

How to Make a Backup of Tally Data:

1. Open Tally: Launch the Tally app.

2. To access Company Info, press Alt + F3 or go to the Gateway of Tally and select Company Info.

3. Choose Backup: Click on the Backup choice.

4. Define the Paths:

   – Source: This will instantly display the current location of the data.

   – Where to Save:  One option is to save the file on an external drive and the other in the cloud.

5. Choose the Company: Select “All Items” to back up all companies or pick a single company to back up.

6. Start the Backup: Press Ctrl + A to start the backup.

How to Get Your Data Back:

To recover from a backup:

1. Go to Company Info > Restore in Gateway of Tally.

Choose the company you want to recover and then select where to find the backup.

Taking a backup on a physical device

Implementing a rotational physical backup system using six USB pendrives—one for each weekday from Monday to Saturday—ensures tha data is safely stored and can be restored in case of accidental loss, corruption, or cyber threats. Each drive is marked for a certain day and used in rotation. This means that each Monday’s backup overwrites the previous Monday’s data, and Tuesday’s backup overwrites the previous Tuesday’s data, and so on. This method ensures that data from the past six working days is always available for quick recovery. At the end of each month, a full backup of the data is done on a different hard drive to keep a long-term copy. This planned method makes sure that if there is a system failure or data loss, you can always recover the latest version of the data. This minimizes interruptions and helps the business operate easily. Regularly checking backups and keeping the external hard drive safe helps keep your info secure.

Summary

It’s important to regularly back up your Tally data to keep your business working smoothly. Follow these simple steps to keep your banking information safe and easy to recover if necessary.