📂 Create a Drake Backup File
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Open Drake.
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From the top toolbar, Select Tools -> File Maintenance -> Backup.
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In the Backup dialog box, under "Manual One-Time Backup, check the box next to "Back up to a local or network location" and then browse to set a save location for the backup file. This could be your local PC Desktop or a folder of your choice.
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Ensure the "Perform full backup" option is checked below that.
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Ensure the "Include DD Archive Cabinet" button is NOT checked, or Truss will create duplicate organizers on upload.
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Click "Backup" in the lower right to start the backup procedure. This may take a few moments. Ensure the backup completes before moving to the next step.
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The backup procedure will create a filename similar to
D25_DB_TODAYS_DATE.7z. Upload this file to Truss. Navigate to the location you previously set to find your new backup file. -
Below is an example screenshot using Drake 23. Repeat this process for your current tax year.
📥 Upload the ZIP files to Truss!
Navigate to the Organizer Uploads page and upload your backup file to Truss!
⏸️ If your backup file exceeds 6 GB, please contact Support.
