⚠️Important: If you are on HandiSoft Desktop and unsure whether you use ODB or SQL, check before continuing, as the steps are completely different.
If you are using HandiSoft Online, restore a shadow copy.
Recover an entity in SQL HandiLedger (desktop only)
Restoring data in a SQL desktop environment follows a different process. Refer to restoring certain data from a SQL backup for instructions. This does not apply to HandiSoft Online SQL users. If you use HandiSoft Online, refer to the important note above.
Recover an entity in ODB HandiLedger
Open File Explorer.
Navigate to the HSoft/Data/WHO/ClientRef folder.
Check that the Transaction20xx.dat files are bigger than 1KB and list all the years.
📌Note: If no transactions are listed in the Transactions window, or if the transaction file is 1KB in size, you will need to restore the client data from a backup; see Merge an entity from a backup.
Where the Transaction files are larger than 1KB and the entity exists in HandiLedger, but the years are missing, try adding each year back into HandiLedger.
If the Entity is missing in HandiLedger, go to the Entity menu, Add New Entity, click Choose and select the entity reference.
Enter all the required information into the Entity Details window. Ensure the Reference, Entity Name and Business Name are correct.
Select the correct entity Type, then click Save.
If the years are showing in HandiLedger, select the year and go to Tools, Verify Accounts, Start, then Close when complete.
If all the years aren't listed in the HandiLedger, click Year, New, type in the Year and tab through, then click Save. Then repeat the step above.
Go to View, Transactions to ensure the data is restored.