Reset last financial year

Hey guys
Can I some how delete data for last financial year ?
I have imported data but it just seems a mess as I was trying to figure everything up.
Can I also erase the client credit? (which I have first allocated to client than tagging it it just double it up) thank you

Hello @oana

There isn’t an option to delete everything from a set time period unfortunately; we only have the option to delete everything on the account.

The other way to do it would be to delete individual items (like payments, invoices, etc.) which can be done 50 entries at a time. It’s worth noting however that invoices and clients, amongst a few other things, are never permanently deleted.

Most records can be deleted in one way or another, but you may need to remove any year end locks in place, depending if you’ve used the year end tool for that financial period.

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