SageForum for UK versions of Sage 50- Help and support.

I'm moving sage accounts to a new laptop and I would like to start a fresh from April 1st.
I need to copy over my product and customers details but cannot seem to do it by exporting to excel -Loading all on individually is not an option i have the time to do.
The quickest way would be to clear old transaction on the current copy and restore the backup file onto the new laptop - Is there a way of clearing the ledger of all transactions prior to April 1st?????

Sage 50 accounts professional 2010 - version 16. 00. 17. 0154
I'm on VAT cash accounting if that helps.

If you go File -> Maintenance -> Rebuild, you can remove as much or as little of the data as you want so, for example, you can remove all transactions whilst retaining customer, supplier and nominal records.

You can can't remove transactions prior to a given date though, you can only remove all of them. You could export all the transactions dated from 1st April by running Transaction CSV report in Financials -> Reports and then, once the data has been rebuilt, you could import them again although this option will not export/import Sales Receipts, Sales Discounts, Purchase Payments and Purchase Discounts.

John

Why do you want to wipe everything and start again, re-enter all the opening balances, setup the bank account and redo all your VAT.

This is a huge amount of work for no gain...

I think all you want to do is a year end and a clearing of the audit trail as per my guide.
http://support.makingithappen.co.uk/sag ... earend.htm