Clear company data
When needed, you can selectively clear data by type or clear all the data in Intacct company.
In general, you should not clear all existing data unless you:
- Started setting up your company, and made a mistake.
- Entered only test data that's OK to erase.
- Do not mind deleting your account groups and financial reports.
Deleting all data removes all your data and configuration options. Use this option only if you want to start fresh. The majority of configuration errors can be corrected without clearing all data.
When clearing data from a company that contains real accounting information, proceed with extreme caution. After you delete data, you cannot retrieve it; it is gone forever.
Clear existing data
The clear company data process now runs as an offline job, which minimizes the risk of timeouts. If the process encounters an issue, you'll receive an email with information about any errors and identifying the specific entities involved.
| Subscription | Company |
|---|---|
| Regional availability |
All regions |
| User type |
Business user with admin privileges |
| Permissions |
|
- Go to Company > Admin > Offline jobs > Clear company data.
- Select the type of data that you want to delete.
Data deleted by deletion options Data type Deleted data All transactions
Removes all transactions from the company, including:
- All General Ledger transactions, including those that were imported (such as opening balances and historical journal entries)
- All subledger transactions
Deleting transactions does not remove non-transaction data, such as customers, vendors, and employees.
If you're subscribed to Fixed Assets Management, clearing all transactions will delete all assets, depreciation rules, bulk action runs, and transactions associated with assets.All budgets
Removes all budget records.
This is useful if you’re recursively uploading budgets to fine-tune, and want to clear a prior set before uploading the next.
All customers
All vendors
All employees
Deletes all records from the selected lists.
What else is deleted:
- The All transactions checkbox is automatically selected whenever you select any of these checkboxes. Transaction data is also cleared when you select Clear data.
- Clearing customer data also clears all projects and associated transactions from your company.
Clear all data (clean company)
If you select this option, you’re starting over with a blank company.This option removes all data and configuration options in the company, including:
- Configuration settings for all applications
- QuickStart template, if one was applied to the company during setup
- Accounts and journals
- All other lists and list items
- All subledger and General Ledger transactions
- Account groups, financial reports, and graphs
- Subscriptions
Clearing all data resets your company to a blank state. However, your users and preferences are retained.
Deactivate SIG Fixed Assets Offboards the company from SIG Fixed Assets, which includes the following:
Hides and disables SIG FA fields and components in Accounts Payable, Purchasing, and Cash Management
Deactivates smart rules and smart events related to SIG FA
Unassigns SIG FA user permissions and roles from all users
If you select Clear all data (clean company), it also deactivates SIG Fixed Assets.
This option only applies to companies that are moving from SIG Fixed Assets to Fixed Assets Management. If you need this option but don't see it, contact your account manager. - Select Clear data.
- Select OK to confirm.
You’ll receive a notification (an email, and an in-app message) upon completion of the process, indicating success or failure.
In case of failure, the notification will include details about the error, including the specific entities involved.
