Configuring Dropbox

Screen: Dropbox Settings

Dropbox is a commercial cloud storage solution offered to the public. The Bookkeeping program has been designed to interoperate with the Dropbox solution for backup, restore, import and export of data, and for synchronisation.

We recommend using Dropbox for these activities with Bookkeeping. We recommend this since it is the easiest means of getting information in to and out of the program, it is fast and reliable, and is free for an initial 2GB account (at the time of writing). It also works with your computer and mobile devices so it is an easy way to transfer files between the various devices that you have.

We have no affiliation with Dropbox themselves and receive no payments for any paid account that you may choose to sign up for in the future. For many users of Bookkeeping a 2GB free account is large enough for all your backup and import needs. We recommend it simply because we believe it is the best solution to use with our program.

Dropbox configuration can be accessed from the “Dropbox” menu on the main menu.

You first need to link the Bookkeeping program to your Dropbox account if you have not done so already. This is required to give the Bookkeeping program permission to read and write to the files and folders in your Dropbox account. This is achieved by turning the “Linked To Dropbox” switch to the ON position. When you do this a dialog will appear to allow you to sign in to your Dropbox account. There is also an option there to sign up for a new account if you do not already have a Dropbox account.

Once you have linked the Bookkeeping program to Dropbox you can turn on the “Backup Using Dropbox” switch and “Import Using Dropbox” switch.

When you do this two blue disclosure buttons will appear on the screen to allow you to set the Dropbox folder where backup files and import/export files will be placed by the Bookkeeping program. You should leave the default paths unless you have a need to change them. For most people the default path is fine.