Backup & Restore

Open Settings → Backup & Sync. There are three ways to protect your data:

• Automatic Protection — backs up in the background after changes. Under "Backup Location" choose "Local Folder" (on this device, the default), "Secure Cloud" (encrypted in the cloud) or "iCloud" (iPhone) / "External Folder" (Android). Only iCloud and External Folder also include your images. "Backup Now" starts a backup right away.
• Backup File — save all your data as a file, e.g. on a USB drive or in your own cloud storage (see "How do I export a backup file?").
• Quick Device Sync — move all data directly to another phone or tablet with "Device Transfer".

Local Folder stays on this device and is lost if you uninstall the app. To be safe, choose Secure Cloud, iCloud or External Folder.

When "Enable Automatic Backup" is on (the default), the app makes a backup about 30 seconds after you change something, e.g. add a customer or save an order. If nothing has changed since the last backup, no new one is made. Backups go to the "Backup Location" you chose in Settings → Backup & Sync. If your last backup is a day old or older, the screen reminds you to tap "Backup Now".

Open Settings → Backup & Sync and tap "Backup Now" under "Automatic Protection". The app immediately backs up all your data to your chosen "Backup Location", even if automatic backup is switched off. For a separate copy you can also export a "Backup File" (see "How do I export a backup file?").

Exporting a backup file needs approval first:

1. In Settings → Backup & Sync, tap "Export JSON Backup" under "Backup File". This sends an export request.
2. An admin reviews the request. Tap "Check Status" to see whether it has been approved.
3. Once it's approved, enter the "6-Digit Export Code" provided by the admin and tap "Verify & Export".
4. Save the file where you like, e.g. on a USB drive or in your own cloud storage.

After three wrong codes you have to wait 30 seconds. Automatic backups and "Device Transfer" don't need approval.

Restoring is always manual — signing in doesn't restore anything by itself.

• From an automatic backup: in Settings → Backup & Sync, first select the "Backup Location" that holds the backup (e.g. "Secure Cloud" on a new phone), then tap "Restore Now" under "Restore from Backup" and confirm.
• From a backup file: see "How do I restore from a backup file?".
• From another device: see "How do I transfer all my data to a new device?".

Restoring a backup or file replaces all data currently in the app and can't be undone.

1. Open Settings → Backup & Sync
2. Under "Restore from File", tap "Import JSON Backup" and select your backup file
3. Check the preview and tap "Import"

Importing replaces all data currently in the app with the data from the file. This can't be undone, so if in doubt, make a backup first.

No. Your data is stored on your device, and there's no ongoing sync between devices. To copy everything from one device to another, use "Device Transfer" (see "How do I transfer all my data to a new device?"). If you use the app on two devices, what you enter on one doesn't appear on the other until you transfer again.

1. Sign in with the same account on both devices and keep both online
2. On the old device, open Settings → Backup & Sync, tap "Device Transfer" and choose "Send Data". A QR code appears.
3. On the new device, also open "Device Transfer", choose "Receive Data" and scan the QR code. During setup, a new device also offers "Sync from another device".
4. Wait until both devices report that the transfer is complete

If the new device already has data, choose "Smart Merge" (keeps the newest version of each record) or "Replace All". The data is encrypted during the transfer.