Deleting past years accounting

We now have several years accounting records/bank ledger docs. It has become very cumbersome. I would like to delete all but the prior year accounting records. How can this be done other than 1 entry at a time?

My hope would be to revamp the categories to start a new year as there have been many changes in our accounts.

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Jan 18, 2015

Deleting past year's accounting???
by: Lewis in NC

Accounting records for a public non-profit church or organization should never be deleted. They should be archived for needed reference. If your church is growing, or if you are moving toward a more complex accounting system, the church may have to investigate a more sophisticated computer system and software to accommodate your new needs--one that will separate and store each year.

If you still can use a simple accounting system as you are describing, then maybe you can get the board to approve just a hard copy printout of everything so far before deleting and starting over. That could work. But never just delete everything in past years. Law requires keeping records anywhere from 5 to 7 years. Historical concerns would require keeping every year's records.

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If you want to DIY your payroll, I highly recommend you look at using Gusto! It is very user friendly and their support is awesome! Plus they know how to set up and maintain payrolls for churches and nonprofit organizations.

Note: I am a "partner" of Gusto, but as I have told you before ... I never recommend anything that we or our clients have not tried and love =)

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