Clearing All Data

Rosemary

08 Jul, 2011 11:55 AM

I have been using easybooks for 12months, I have done my year end and now want to clear all the data to commence another year.

How do I reset and delete all entries.

Thank you
Rosemary

  1. #1 Posted by Admin Support staff on 08 Jul, 2011 12:44 PM

  2. Admin closed this discussion on 08 Jul, 2011 12:44 PM.

  3. Rosemary re-opened this discussion on 08 Jul, 2011 01:05 PM

  4. #2 Posted by Rosemary on 08 Jul, 2011 01:05 PM

    Matthew
    Thank you for your speedy reply, I have actioned the changing of the date is P&L but I still have balances on all accounts I want to clear everything completely - how do I do this?

    Rx

  5. #3 Posted by Admin Support staff on 08 Jul, 2011 02:16 PM

    Can you give me some examples of which accounts you want to zero? Are these
    expense or income accounts that are not cleared, or do you mean other
    accounts?

  6. #4 Posted by Rosemary on 08 Jul, 2011 02:18 PM

    Matthew

    All Accounts
    Bank
    Petty Cas
    indirect/Direct Expense
    Emplyee
    income sales
    Custome
    Supplier
    Liabilities
    Accurals

  7. #5 Posted by Admin Support staff on 08 Jul, 2011 02:43 PM

    Okay, this isn't the normal method of running the accounts, but you can try this...

    Create a business as a copy of your current business. To do this, tap the business name to bring up the list of businesses you currently have. Make sure the one you want to copy is the active one. Then tap the + button to add a new business. In the screen showing the templates (called Add Business), choose the option Copy of business.... You should then see a couple of options, which allow you to include inactive accounts and to set the opening balances. It sounds like you don't want to include the opening balances so make sure this is set to No. Go back to the previous screen using the back button at the top. You should see the Save button is now turned on and you can create your new business.

    The new business will have the same list of accounts, but all zero balances and no transactions.

  8. Admin closed this discussion on 08 Jul, 2011 02:43 PM.

  9. Rosemary re-opened this discussion on 08 Jul, 2011 02:51 PM

  10. #6 Posted by Rosemary on 08 Jul, 2011 02:51 PM

    Fabulous, Thank you x

  11. Admin closed this discussion on 10 Jul, 2011 06:04 PM.

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