What is a Rollback Demo, and how does it work?
The Rollback Demo option lets you remove migrated accounting records on the target accounting platform. However, it is important to note that this option is applicable only to accounting system that support it. Not all data can be deleted, as removing certain entities may lead to misadjustment in the future. Consequently, such entities are preserved in your target accounting system.
After your Demo has concluded, you can locate the Rollback Demo option nestled between the details on available and migrated entities and the support plans block.
Clicking on this option opens a window displaying a list of accounting records that you can delete from your target accounting tool. If there are multiple options, you can choose which entities to delete. Once you've chosen, click the Continue button.
In this example, we can select from a list of records to be deleted:
- 20 estimates
- 20 invoices
- 20 invoice credits
- 20 sales orders
- 20 expenses
- 20 bills
- 20 bill credits
- 20 purchase orders
Upon completion of the Demo rollback, check the dashboard with the accounting data migration preview—there will be no migrated issues on your target accounting system anymore.
Upon revisiting the Rollback Demo option, you'll receive a message indicating that there is currently no data to delete.
You can rerun your accounting data migration demo as many times as needed, and after each completed Demo, you can use the rollback option. If you have any questions, our support team is just a click away.
