Clearing Old Credit Card Transactions

Previously, my company has reconciled credit cards manually and we would like to take advantage of reconciling using the 4-7-5. However, there are hundreds of credit card transactions from 2016 to current still in there. How can I clear them all with out affecting our GL and basically start fresh with reconciling via sage 4-7-5.

  • Whenever you have multiple entries that need cleared, I recommend entering a cutoff date of a few months earlier of the month you want to start with. You can either select  all of them at once or a month at a time by clicking the Verified column, and then clicking the Verify button in the upper right. Considering how many years you have, I would almost use the cutoff date for the year-end until you get to 2023.  Once you have verified them, save it in final. Then you can start doing the reconcile for the last few months.