You can purge transactions and other data from an open year or period.
This function purges all transactional data in the specified time period, leaving only client setup and beginning balances. The following entries are deleted:
§ All transactions and adjusting entries
§ All sales invoices, payments, and refunds
§ All bills, payments, and employee checks
Purging a year or period permanently deletes transaction information from the system. This data cannot be recovered. Be certain that you want to purge this data, and run and save any reports you need before purging.
After purging transactions, you can reset your chart of accounts, if needed.
To purge transactions:
1. Select Purge All Transactions from the Utilities menu to open the Purge All Transaction Data screen.
2. Use the radio buttons to specify whether to purge a Whole Year or a Selected Period.
3. Verify the year ending date to purge, if you selected Whole Year, or select the period ending date from the drop-down list if you chose the Selected Period Ending option.
You must purge periods or years one at a time. Transactions in closed years cannot be purged.
4. Click Purge.
The selected transactions and data are permanently purged from your records and cannot be recovered.