Last updated 2 weeks ago
2 min read

Backing up your accounts

Summary
icon
30 Sep 25by Maron

In Shine, you can quickly and easily back up your entire accounting system.

 


 

Transactions report

Here you will get a zip file with all the transactions that have occurred in your accounts. This means that there will be a folder for each transaction number where the transaction has been converted to a PDF, as well as associated attachments for the transaction.

To do so:

  • Go to the Reports tab > Data exports
  • Select All ledger entries backed up
  • Choose the Period and the Ledger entry type (All, Purchases, Payments, Invoices)
  • Click on Download

Then the download of the backup will begin and you will get the zip file in transferred documents on your computer.

 


 

Complete backup of data

If you want to make a complete backup of all your data in Shine, you will also need to take the following extracts:

  • Account statement
  • Entry journal
  • Items
  • Contacts
  • Balance list

Or you can choose Export all data and click on Export as SAF-T.

Was this article helpful