Exporting Data to the Desktop Version
Create a backup of your data and optionally restore it into the desktop version for local access.
Important: We recommend exporting your data regularly so you always have a backup available in case of unexpected issues.
Step 1: Open Your Data
From the dashboard, click View / Edit Your Data.
Step 2: Start the Export
Click the EXPORT menu option, then choose to start the export.
Step 3: Download Your Backup
Click the download link to save your backup file. This is typically saved in your Downloads folder.
Please Note:
The desktop version is optional and registered separately.
You do not need to complete the following steps unless you plan to use the desktop version.
Good to Know:
If you have been an online customer for five or more years, you may qualify for a free desktop registration.
Step 4: Restore Data in Desktop Version
Open the desktop application and begin the restore process.
Warning:
The restore process will erase any existing data in the desktop version.
You will be prompted to create a backup before continuing.
Choose a location (such as your Downloads folder) and save a backup—even if your database is empty.
Now locate the backup file you downloaded from the online version.
Once complete, restart the application.
Your online data will now be available in the desktop version.
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