Best way to make an offline read only copy of the file for future reference (eg for payroll reporting)
When using the MYOB classic version, we used to make a full copy (not just a backup zip) of the file each year prior to rolling into a new payroll or financial year. This meant we had a complete file for easy reporting. These files were marked read only when we were next asked to confirm them.
I am sure I found a way to do this with the new online files too but I can't find any instructions. I think maybe a phone support person talked me through it a few years ago. I have since changed jobs and didn't think to bring my "cheat sheets" with me.
I would like to add these files to our company "library" so that if in 2025 I need to access payroll information from 2019/20, I will be able to simply pull up the 2019/20 file and run the reports from there. Our current file has all the payroll data back to 2012 but I can't run an entitlement balance report for 2013/14 year which I now need.
I could reverse engineer the report starting from the opening balance of 1/7/2018 but I'd rather not as I imagine it would take several hours, if not days.
Thanks in anticipation...
Welcome to the MYOB Community Forum, I hope you find plenty of useful information.
To make a Library copy of your online file, first you need to back-up the file.
Then you Restore the file.
When you restore the file you can rename the file to whatever you want.
During the process there is a tick box to restore "In a library on your computer" make sure this is ticked.
And choose the location.
