Hi Michelle
It is possible to clean up your existing data - which might be easier than a fresh take-on.
- After you upgrade and run the year end, there is an option to "Delete History/Clear Files". This can delete all transactions "3+ years" and older. After year end, you will only have 1 years history if this is run.
- Customers, Suppliers and Inventory /Items that do not have balances and have not been used in the last year can then be deleted. Match off their open items before you run the Delete History to ensure old customers/suppliers won't be retained. Report can be found under View Cust/Suppl Monthly Open Item History.
- Under the "Change" Menu, you have the option to renumber codes. You can number inconsistent Customers, Supplier and Inventory Items, and it will change the "last years history" you have on file to the new codes.
- You can delete unused cashbooks (Setup Entrytypes - set cashbook account to nil) then delete the entry type and delete the GL account (Edit GL Accounts).
As for the GL - you will need a support consultants assistance here. We can map the GL accounts you have to a new structure, merge sub account data into main accounts, merge main accounts, etc - all whilst keeping the last years history. Depending on the size of your Chart of Accounts, and the number of changes you need, this generally shouldn't take more than a couple of hours.
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