Use the app
Manage local data, sync, and backups
Know where your records live before you change browsers, devices, or accounts.
Quick answer: Local mode keeps records in the current browser profile. Signing in enables the app's supported cross-device sync. A JSON backup is a recovery copy, not a human-readable report.
Last reviewed September 9, 2026
If you use local mode
- Return to the same browser profile when you expect to see the same records.
- Private browsing, storage cleanup, browser resets, and replacing the device can remove local data.
- Export a JSON backup regularly when the browser contains your only copy.
Move to a synced account
- Create an account or sign in from Account.
- Review the import preview before uploading local entries, presets, and preferences.
- Wait for pending uploads to finish before signing out or closing the browser after a large change.
- Check another supported device before treating sync as your only recovery path.
Leave a shared device safely
- Export any recovery copy you need.
- Sign out of the FHO+ account.
- Use Clear browser data from Account to remove local and offline cloud data from that browser.
- Do not delete the account unless you intend to delete the synced account and its synced billing data.
Important notes
- The app's notes should contain only the information needed for the billing record.
- Keep exports and backups only in storage approved by your practice.