Data files & backups
Where to open Data & backups: On Basic, Settings → Data & backups (hub tile), then use the Backup section at the top, the dashboard Backup control card, or Open backup files & restore (there is no Secure section on Basic). On Pro or Premium, Settings → Secure → Data & files. Same Data manager screen either way. Labeled buttons walk you through: Create full backup writes a verified portable .n78bk (ENC = encrypted, RAW = plain JSON), or legacy .json / password-protected .zip, into the locked documents/N78-Ops folder and Saved backup files list. N78-Ops verifies every full backup can decode before it is marked successful. Import backup file copies a full backup from Downloads, Drive, USB, or another folder—N78-Ops does not read your inbox in place. If the backup arrived by email, open the message, download or save the attachment to the device (forwarding the email to yourself is fine), then Import backup file so it appears in the list and tap Restore on that row. Plain imports are integrity-checked before they join the list.
Export client spreadsheet (CSV) writes a spreadsheet for Excel only—Restore never reads CSV; spreadsheet rows show Share and Delete only, not Restore. CSV .zip files are also export-only.
Each run still asks password-protected or plain where that choice applies. Password-protected backups and exports ask for your master password for that action (same password you use for Restore and factory reset). Encrypted portable backups use .n78bk with ENC in the name (AES snapshot inside) or legacy .zip; plain backup uses .n78bk with RAW or legacy .json. Password-protected CSV from this screen is a .zip (timestamped name) holding N78-Ops_ClientRegistry.csv with ZipCrypto so Windows can ask for the password on extract (Save for accountant stays AES and may need 7-Zip). Plain CSV uses N78_CSV_PORTABLE_*.csv in documents/N78-Ops.
Restore safety: Restore replaces all N78-Ops data on the device with the backup. If restore fails, N78-Ops rolls back to your prior data automatically. Archive offload files are not full backups—do not use Restore on them.
Factory reset wipes app data, cache, and local photos/logo copies on this device. Scheduled backup to a folder and device calendar events you created from Schedule are outside that wipe—remove leftover calendar jobs manually if you no longer need them.
Save for accountant (ZIP) writes a ZIP to a folder you pick in the system save dialog (use the sidebar or ⋮ to switch from Downloads to Documents, etc.). You first choose password-protected ZIP or plain ZIP (with the usual short reminder on plain). Choose an export period (all time, year to date, last 90 days, or custom yyyy-MM-dd bounds) so quotes and expenses match what your accountant asked for. Password-protected ZIPs use AES-256 entry encryption (strongest common .zip password layout; 7-Zip or WinZip if a built-in PC unzip tool cannot open them). That protection is still weaker overall than data that stays inside the app’s secure store. Inside the ZIP: QuickBooks Desktop .iif (approved-but-unpaid quotes as INVOICE / open A/R, paid quotes as PAYMENT, expenses as CHECK), a QuickBooks Online-style balanced journal CSV, a short README, quotes_accountant.csv, and standalone HTML per quote. After a successful save, the app opens your phone’s pick-an-app list so you can email or upload the file. This pack is a one-way handoff into your accounting software, which stays your books of record and single source of truth — N78-Ops does not keep a general ledger or replace your accounting software.
Archive older data (when available on your build) is manual and not automatic storage cleanup. Pick an inclusive yyyy-MM-dd cutoff; the preview shows how many quotes, expenses, and tasks would move. You choose encrypted (.zip) or plain JSON for that run, with the same short reminder on plain, then confirmations. After the file writes successfully, matching older rows are removed from this device. Keep the file somewhere safe. Restore from a normal backup still replaces all N78-Ops data on the device—merging a partial offload file back into existing data is not built in.
On a client profile, Private notes can be shown as locked — follow Tap to unlock secure notes when it appears.
For why exports are sensitive and best practices, read Help → Protecting exports & sensitive data.