Year End Copy

SammyGee

I want to process an EOY closeout and just have current year's transactions in register. I googled how to do this (File Menu, File Operations, Year-End Copy) but that option isn't in the file menu. I'm running version 34.24, Build 27.1.34.24

Frankx

Hi @SammyGee

Yes, the menu changed a little bit. 

Just go to:
1) File;
2) Copy of Backup File;
3) and under "Advanced Options" - select "Create a year-end archive" and select "Next";
4) In the next window under "Current File" you can select what the start date for your new "working file";
5) and at the bottom, first make sure the file location for the new archive is correct;
6) and finally - you can choose the end date for the Archive file and click "Save Archive".

Let me know if you have any questions.

Frankx