Archive Process

1. 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.

2. Decide whether to create a New Archive or to Archive to Existing file.

3. Select what records to archive.

4. Check the archive preview and settings.

> File > Archive   

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.