On 3/22/2020 2:42 AM, David Carlson wrote:
A technique which has been mentioned in the past but not recently is to
designate a backup file copy made at the same time as the year end reports
as the final copy for the year. This could be manually marked read only
by your file manager software.
A technique which has been mentioned in the past but not recently is to
designate a backup file copy made at the same time as the year end reports
as the final copy for the year. This could be manually marked read only
by your file manager software.
David Carlson
On Sat, Mar 21, 2020, 11:08 PM
I covered that.
It isn’t necessary, or even desirable.
One can achieve the desired result without doing so.
Keeping everything in one book retains the ability for varied reporting.
Once transactions are archived, reporting becomes limited with respect to
historical transactions. (and with it,
Fran,
There is another way. You can export your existing Chart of Accounts (not
the transactions) and then import the CoA into the new book/file. Then you
can set the opening balances from the closing balances from your previous
file and you are set to go with a new file for the new year. If you
How about just creating a new account under Assets > Current Assets >and
naming it Checking 2020Then for the last transaction in Checking 2019 transfer
the ending balance to Checking 2020.This way everything is preserved and you
have all your 2020 checking transactions in one neat
> On Mar 21, 2020 w12d81, at 1:28 PM, Adrien Monteleone
> wrote:
>
> Unfortunately, there is no simple and clean answer to this, but here are the
> easier options while keeping the book all together. (instead of separate
> files for each or collection of years)
>
> #1 - Preferences >
Unfortunately, there is no simple and clean answer to this, but here are the
easier options while keeping the book all together. (instead of separate files
for each or collection of years)
#1 - Preferences > Register Defaults > Number of Transactions, might be useful
but you can’t spec a date,
I've got data from 1/1/2018 to date in one particular GC file. Tons of
transactions
I would like to have a new GC file with just 2020 transactions it it.
Is there an easy way to do this without having to "initialize" the entity in
the new file from scratch?
I'm thinking about things like equity,
