Archive Process
Prep your database:
Update Giving and Attendance Histories.
In Accounting Ledger: 1) complete Bank Reconciliations clearing ALL appropriate entries;
2) close all months and years to be archived.In Membership mark Address and Individual records to be archived with a archive code.
Decide whether to create a New Archive or to Archive to Existing file.
Select what records to archive.
Check the archive preview and settings.
> File > Archive
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Click the Archive button. Click to select either an existing archive database or create a new archive database. Click OK. If creating a new database, enter the name and click OK.
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