Archiving data in Personal Plus 2022

Kevin Marshall
Member Posts: 6 ✭
I would like to archive a certain amount of data to a nominated date. This feature used to be available in earlier versions of Personal Plus bur does not seem to be available now. Please advise how I can do a periodic archive in Personal Plus 2022
Kevin M
0
Comments
-
Hi Kevin
I'd recommend following the steps outlined in the help guide linked below -
0 -
Thank you for that advice. I should be able to live with that even though it is not as good as the previous archiving function where all data was archived up to a nominated date except assets and liabilities. It did not require all accounts to be reconciled.
Kevin M
0
Categories
- All Categories
- 6.7K Accounts Hosted
- 5.9K Reckon Accounts (Desktop)
- 3.2K Reckon One
- 135 Reckon Payroll Upgrade for Reckon One 🚀
- 10 Reckon Invoices App
- 939 Reckon Payroll App & Web
- 21 Payroll App - Help Videos
- 18 Reckon Mate App
- 14 Reckon Insights
- 107 Reckon API
- 949 Payroll Premier
- 117 Payroll Premier upgrade to Reckon Payroll ⤴️
- 325 Point of Sale
- 1.9K Personal Plus and Home & Business
- 68 About Reckon Community