I have Sage 50 pro 2020 edtion
It is only keeping 2 years of data -current and previous.
Sage 50 pro can keep 7 years - how do I make this happen before I turn over to a new fiscal year?
thank you
Maintenance, Clear Data, Automatically Clear Data, Clear financial history over 6 years old is the option you want look for from the main Home Screen. It should already be set to 6 years, meaning it will keep the current year and 6 prior years.
Make sure you keep a good backup of your file (eg. File, Backup).
I always recommend a File, Save As copy and if your company file is called ABC.sai, I recommend keep your year end file as ABC2019.sai (or whatever year end you are working on). If your fiscal year is not Dec 31, then I call it ABCT42019.sai.
Then go back to your ABC.sai file and move the session date to the new year.
Thank you so much - been using Sage and Simply for years and cant believe I didn't know this !
Worked perfectly
*Community Hub is the new name for Sage City