Delete Old Transactions

CAUTION: This process alters data. We recommend backing up your data before proceeding.

You can delete transactions from previous periods, which can help you with bookkeeping if you have transactions that you no longer want to keep in your program.

This process does not alter totals for actuals. You cannot delete transactions for the current fiscal year.

  1. On the File menu, click System Processes > Delete Old Transactions.
  2. In the Deletion Period fields, enter a date range for the transactions you want to delete.
  3. Select the transaction types you want to delete.
  4. Select whether to delete transactions that have not been reconciled.
  5. Click Begin Process.
  6. When the process is complete, click OK.