Accessing Historical Transactions

[TonyB17]

I am trying to access historical data from MYOB going back 3 years in particular Director Loans and Business Purchase accounts. No sure where to start as MYOB has been rolled over. 

[Melisa_D]

Hi @TonyB17, 

Thank you for your post. To access historical data it would best be to restore previous financial year back up files. You can restore the files locally to access and view as read only, our article Restore your company file has instructions on how to do this. 

Please do let us know if you have any further questions. 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[gavin12345]

Hi @TonyB17 

While restoring old file might be eventually required, that would not be my first approach. 

If you use AR2020 and rollover the FY, all prior year transactions stay in the file. AR2020 does not have a purge function. So unless you were using Classic v19 when you did the rollover AND you purged data, all of the transactions should still be in the current file. 

Certain Reports may be limited to current and prior FY and if you specifically need those reports, then yes you may need to restore old backups. And if you are restoring, take care to avoid overwriting existing files by giving new and clear file names.

However you should be able to see the transactions using Find Transactions and the appropriate dates. This may be sufficient for your purposes.

Regards

Gavin