When managing important commercial data, regular backups are necessary. Losing data can cause severe failure due to hardware failure, corruption, or accidental deletion. Fortunately, Tally Prime provides an underlying automatic backup facility to help protect your company’s data without manual efforts.
In this blog, we’ll discuss about:
- What Automatic Backup in Tally Prime is
- Why it is important
- How to enable and configure it
- Best practices for managing backups
What Is Automatic Backup in Tally Prime?
Automatic backup is a feature in Tally Prime that automatically makes periodic copies of your company’s data in the background. Instead of manually backup every day, you can schedule it once and let the tally be handled.
This ensures that even if something is wrong with your current data, you always have a recent copy available to restore from.
Why automatic backup is important
- Prevents data loss in case of accidental deletion or corruption.
- The daily backup protects time and effort by automating the routine.
- Improves data security by storing copies at various places.
- Reduces downtime during system failures or crash. Why automatic backup is important.
How to enable automatic backup in Tally Prime
Here is how you can set it step by step:
- Open Tally Prime
- Go to Company > Select Company and open the company for which you want to enable backup.
- Enable Automatic Backup Press F11: Features > F3: Statutory & Taxation (or Company Features).
- Look for Automatic Backup and set it to Yes.
- Configure Backup Location
- Tally will ask for a backup path.
- Choose a secure location on your system, external drive, or cloud drive folder (eg Google Drive or OneDrive).
- Set backup frequency
- Specify how many times tally should be backup (daily/weekly).
- Tally will automatically generate backup files in the background.
How to restore from automatic backup
If your data gets corrupted or lost:
- Go to Tally’s Gateway> F3: Company Information> Restore.
- Select the location where your backup is stored.
- Choose the most recent backup file.
- Click on the restoration – and your data will return.
Best practice to use automatic backup
- Store backup to external or cloud locations to prevent damage during system failure.
- Check the backup folder regularly to confirm the backup.
- Maintain several versions of backup for additional safety.
- Mix automatic backup with topical manual backup during the major update.
Final Thoughts
Automatic backup feature in Tally Prime is a simple but powerful way to protect your company’s data. Once configured, it moves quietly in the background, ensuring that you never lose significant business information.
Whether you are the owner of a small business or an accountant to enable automatic backup, smooth and safe data management is necessary.
Need help setting up automatic backup in Tally Prime? Call us at 8800208023 to get expert support today.