How to delete or backup a data period?

[andyn63]

In peachtree, I have data for the 1999 to 2002 period and I want to delete the data for the period of 1999 and 2000! Is there anyway to do this in peachtree or anyway to backup the data for the year 2001 and 2002 only! Please help! TIA!

 

[Jeanne]

You have more than 2 years on a client?
At the end of the year, I copy the data files, close a year & purge this way:
go to Explore, open a new folder in the data area of Peachtree (e.g. f:/PEACHW) and name it "x (company name abbreviation) 99-00"

Copy all data files from original company to new folder.

Go back into Peachtree and open new company. It will have the same name as the old company, so look in "help-file statistics" to see if it has the new name (at top)

When you make sure you have the correct company, change the name in "maintain company info" to the same as the file name.

Get into original company and go to tasks--close payroll year. Close payroll year.

Close fiscal year. Purge old year transactions. (you might want to do these steps 2 times to get rid of 99 & 00)

I hope this is what you needed.
Jeanne