Deleting old transactions and invoices

Axel Essbaum axel at essbaum.com
Thu Jan 7 14:21:01 EST 2016


On Jan 7, 2016, at 19:55, Geert Janssens <geert at kobaltwit.be> wrote:

> On Tuesday 05 January 2016 11:59:24 Axel Essbaum wrote:
> > (one more try ;-)
> >
> > I am running GC 2.4.11 under OSX 10.8.  I have been using GC to track
> > the transactions for my businesses since 2009.
> >
> > How can I best remove all income and invoices from two clients for the
> > past 6 years?
> >
> > If I search my transaction descriptions for the clients I find a
> > series of invoices and payments.  Can I simply delete all of these
> > and then go adjust my Close Books transactions each year to correctly
> > zero the corresponding income accounts?
> >
> > Or does something happen under the covers with invoicing or books
> > closing that will be screwed up if I do this?
> >
> > Thanks!
> >
> > - Axel
> >
> > --
> > Axel Essbaum
> > axel at essbaum.com
> 
> Hi,
> 
> Unfortunately you can't delete invoices. It's not implemented.
> 
> Also you won't be able to simply delete the transactions associated with them either. GnuCash prevents any direct changes to the transactions directly related to invoices.
> 
> Cleaning up history was not considered when the invoice feature was added.
> 
> Sorry about that.
> 
> As a clumsy alternative you could unpost all invoice you no longer need (after deleting all payments associated to them).

To be clear:

1) delete all payments to the invoices I plan to unpost
2) unpost invoices
3) manually correct books closing transactions

Should that work?  Accounts should balance after that?

Thanks Geert!

- Axel

--
Axel Essbaum
axel at essbaum.com



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