Working with an archive company

Making changes to existing general ledger accounts

You make adjustments to an archive company by opening the archive company, and then posting transactions to the correct period.

You must also correct the opening balance and retained earnings in your current company year by posting a similar adjustment to Period 0 in the current company year.

Change security in the archive company

To prevent users from accidentally saving or printing records in the archive, change security in the archive company by changing the rights of all user groups in 7-3-1 Security Groups to No for Save, Delete, Void, Change Period, and Print Checks.

Note: By setting Groups to No, reports can still be printed, but checks cannot be printed. Then each user will have access to everything they had access to before closing. They will be able to print reports but only view checks.

For additional security, in 7-3-2 User List, change the password for the supervisor.

Back up the archive company

Back up your company archive after changes have occurred. How?