Data for Payer Is Invalid

The program you are restoring to is not at the same or newer update version.

The payer backup file is corrupted. If this is the only copy of the data, the information must be manually re-entered or restored from a previous year.

Update the Yearli Software

Run updates for the Yearli software and try the restore process again.

Create a New Payer Backup, and Restore a Payer Backup

If the payer data is still accessible on another computer, create a new backup file and try to restore again.  If you have another payer backup from a different date or time restore that payer following the process at step 8.

Restoring payers from the local hard drive is preferred.

1. On the computer with the payer data click on the File menu.
2. Select Backup.
3. Highlight the desired payer.
   • To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select.
   • All payers can be selected by holding Ctrl and A on the keyboard.
4. Choose the desired location to backup the payers to by using the Backup to (Destination): box on the right.
   • To change the drive, use the Browse button directly below the Backup to (Destination): box.
5. With the desired payers and locations selected, click Backup.
   • The files will be placed in the selected location and given a file name of XXXXXXXX.BZP where the x’s correspond to the payer TINs.
6. When complete, a screen will appear stating “Payer backup completed successfully”.
7. Click OK.
8. Click on the File menu.
9. Select Restore.
10. A dialog box will appear stating “Be sure that you have backed up ALL current data before restoring. Restoring will overwrite all data related to the payers that are restored.”
    • This means that restoring a payer when it is already entered will overwrite the previous payer data.
    • Click OK.
11. A browse window will open. Browse to the directory that the saved payer files reside in.
12. Highlight the desired payer(s).
    • To select multiple payers press and hold the Shift or Ctrl key and click the backup file(s) to be restored.
    • All payers can be selected by holding Ctrl and A on the keyboard.
13. Either a window stating the restore was successful or a warning message stating the payer already exists will appear. It will ask if you want to overwrite the payer or not. Select the appropriate answer.
14. A message will then appear stating the restore was successful. A screen stating it is updating the database may appear.

Import the Payer From a Previous Year’s Database

1. Click on the Import Data button.
2. Select Import from Previous Version.
3. Click OK.
4. A message will display suggesting to backup the data first.
   • This is referring to any data already entered, as the import will overwrite existing data.
   • Click OK.
5. Choose to either import the forms with zero dollar amounts, or not import the forms at all.
   • Importing the forms will re-create all forms filed in the previous software, with zeroed dollar amounts.
   • Zeroed forms can be deleted after importing. For steps on how to delete returns with no dollar values, please see the How to Create, Copy, or Delete a Return article.
6. Highlight the desired payer(s).
   • To select multiple payers press and hold the Shift or Ctrl key and click in the gray grid area on the left of the payer TIN for each payer you wish to select.
   • All payers can be selected by checking the "import all payers" checkbox.
7. The text “Copying data … Please wait…” will display.
8. When the import process is complete, a dialog box will appear confirming the number of payers imported.

File Is Corrupted and Must be Recreated

Data must be re-entered manually.