The start of a new year is one of the best times to purge data from your Peachtree company. More specifically, the best time to purge is after you close the fiscal and/or payroll tax year. This is a healthy practice that reduces the size of files that make up your Peachtree company, and generally makes it easier to work with.
The Purge Wizard will guide you through the purge process, letting you decide the type and age of records to be purged. During the Purge wizard, you will be required to make a backup before you begin purging. In fact, Peachtree recommends that you make two backups, one for current reference and one to be stored in a secure location for emergency needs.
To begin the purge process, select Tasks from the Peachtree menu bar, then System > Purge Wizard. The Purge Wizard Welcome Screen will display and you will be guided through each step of the process.
Note: The purge process gives you the ability to stop the purge at any time and to resume at the same point when time permits. However, if the process is stopped, some remaining transactions or maintenance records may not have been purged.
When the purge process has been completed, you can click the Log button to verify what was purged.
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