How do I delete transaction history?

In Connect applications, History refers to transactions that are created when a user performs an action. For example, printing a check, closing a job, terminating an account, shutting off service are all tasks that will create a transaction. The application creates the transaction and saves it to the hard drive on your PC.

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How do I delete transaction history?
1. Why do I need to delete history?
1. How do I clear history?
1. Which transactions will this routine delete?
1. Watch a video
1. Step 1: Backing up the database
1. Step 2: Deleting history
1. Delete businesses with no licenses
1. Delete history prior to or equal to MM/DD/YYYY
1. Delete owners not associated with any business

Why do I need to delete history?

Over time to much history can lead to slower performance, which in turn can make it more difficult to access files. In order to maintain optimal performance, you should clear history when it has outlived its usefulness.

How do I clear history?

At the appropriate time, run Organization > Delete History. The routine uses the default settings for retaining history to prevent you from deleting new transactions.

Which transactions will this routine delete?

This routine deletes transactions for purchase orders, invoices, checks, and requisitions with transaction dates that occur on or before the Delete History date.

Important! Deleted information can only be restored from the backup.

Watch a video

Learn how to change Delete History works with Keep x Years of History in the 2018 Business License Refresher Training (1h31m) at time marker 00m35s.

Published 23Oct2018

Step 1: Backing up the database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions.

See the help topic titled How do I back up the database?

Step 2: Deleting history

Permanently remove the transaction history from the database.

Do this...

1. Open Connect Business License > Businesses > Delete History.

2. Fill in the options on the form. Use the sections in this help topic to fill in each field. The fields are listed in alphabetical order.

3. Click GO (CTRL+G).

The history is deleted.

Delete businesses with no licenses

Use this option to delete a business when the business does not have a license tied to it.

Delete history prior to or equal to MM/DD/YYYY

The routine uses the Keep [ _ ] Years of History (Organization > Organization) to calculate the MM/DD/YYYY. When you select this option, the routine will perform the following on tasks on transactions that have a transaction date that occurs on or before the date displayed in the MM/DD/YYYY field.

Use this option to perform the following tasks:

Create summary balance transactions as of the Delete History Date.
Delete all transactions as of the Delete History Date.
Delete all licenses if the license status is Closed and no transactions exist for the license.
Delete all businesses, and associated licenses, if the business status is Closed and no transactions exist for the business.

Delete owners not associated with any business

An owner is the individual or organization that owns the business being licensed. In Business License, each owner should be tied to at least one business record. Use this option to remove owner records that are not linked to a business.