To attach HandiLedger, HandiBiz or Debtors Creditors data to the support case:
Select the Entity you wish to transfer the data for.
From the menu Tools, click Copy selected entity to disk.
For HandiLedger data select Windows HandiLedger Data, for HandiBiz select Cashbook Setup Data, and for Debtors select Debtors / Creditors data.
In the Send Ledger Files window, tick the years that you are required to forward to support
Select Save to Disk, select Desktop or save to a folder, click Save.
The HandiLedger, HandiBiz or Debtors Creditors data will be saved in the location selected
Log into Customer Success Portal
Once logged in, scroll down and click on My Open Cases, click on the Subject to open the case or Create a new case
Once in the case select Upload Files or drop files, browser to the location and attach to the case