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Where are my records saved?

On this computer only, in the ClearDesk IQ Records folder inside your Windows user folder (C:\Users\<your name>\ClearDesk IQ Records). Job and expense photos and receipts are in its attachments folder. Nothing is sent to the internet.

Steps

  1. Open Company & settings and click Open data folder to see it. Your records are in company.sqlite. Photos and receipts you attached are in the attachments folder, grouped by job or expense.
  2. Moving to a new computer? On the old computer, open Reports & exports and click Save backup. In version 0.4.2 and later this one file contains your records and your attached photos and receipts.
  3. Copy the backup file to a USB drive or another safe place. Install ClearDesk IQ 0.4.2 or later on the new computer, then use Reports & exports → Restore backup and choose the file.
  4. Backups saved by version 0.4.1 or earlier contain records only, not photos or receipts. If you only have one of those, close ClearDesk IQ on both computers and copy the attachments folder from the old data folder into the same place on the new computer.
  5. The automatic daily copies saved to an external backup folder contain records only. Use Save backup when you want a complete copy that includes photos and receipts.

Check that it worked

Your records appear on the new computer after restoring, and the restore confirmation lists the number of photo/receipt files. Open a job or expense to check its attachments.

Still stuck?

Still stuck after these steps? Open ClearDesk IQ in the Microsoft Store, choose Publisher support, and include the help code shown on screen (for example CSC-APP-001).