How do I back up the documents attached to my transactions and contacts?

To back up the documents attached to transactions:

• Go to Settings in the top right corner of the page.
• Click Data Backup under Developer Space.
• Go to the Backup Documents tab at the top.
• Click Backup Your Documents.

• In the pop-up that appears, click Continue.

The backup will be sent to the primary email address of your Zoho Books organisation. You can download the backup file from the email.