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A
atlas_healthcare
January 13, 2024
Question

QB's "Period Copy"

  • January 13, 2024
  • 2 replies
  • 0 views

Does anybody know where I can go to have a "Period Copy" made from my QB's file?

2 replies

BigRedConsulting
BigRedConsulting
January 13, 2024

Start on the QuickBooks menu at File | Utilities | Condense Data... 

E
Ethel_A12
January 13, 2024

Hello there.

 

I'll walk you through create a period copy in QuickBooks Desktop.

 

A period copy is a Condensed version of your company file that only contains data for a specific period.

 

Here's how:

 

  1. At the top menu bar, go to the File menu.
  2. Select Utilities.
  3. Click Condense Data.
  4. On the "What transactions do you want to remove?" window, choose Transactions outside of a date range (to prepare a period copy of the company file).
  5. Set the correct dates for the Remove transactions before and after filter.
  6. Go through the wizard and select the options you need. Select Help if you need assistance.

 

For additional reference, you can check this article on how to use the Condense Data utility and scroll-down to Period Copy.

 

I'm adding this article to help you fix if you encounter issue with your data in QuickBooks Desktop: Fix company file and network issues with QuickBooks File Doctor.

 

Let me know if you have any other questions about the Period copy. I'm always here to help. Have a good one. 

A
atlas_healthcareAuthor
January 13, 2024

My version of QB's does not allow me to enter a "date range"; only transactions before a certain date that I enter. I was told I need the Accountants or Enterprise version which I do not have. My version is just the Premier version. 

A
AbegailS_
January 13, 2024

Thanks for getting back to us. We understand that the ability to enter a date range for transactions is crucial for your needs. It's true that the Accountant or Enterprise versions of QuickBooks typically offer more advanced features, including the ability to specify date ranges for transactions. Allow me to guide you on how you can achieve your goal. 

 

Given your current use of the Premier version, we recommend considering an upgrade to the Accountant or Enterprise version if this functionality is essential for your business operations. In terms of upgrading, QuickBooks makes it easy for customers to upgrade. You'll be seeing a prompt message that there's a new version. Here's how to do it:

 

  1. When you’re ready, select Upgrade Now.
  2. Select Keep old version on my computer if you want to keep your current QuickBooks. Then select Let’s go. QuickBooks downloads install and activate the new version for you. It updates your company file(s).
  3. When the upgrade is done, select Open QuickBooks.

In case you did not see any prompt, you can follow the steps below:

 

  1. Go to Help, and then Upgrade QuickBooks.
  2. Select the version you want to upgrade to, then select Upgrade Now.
  3. You can keep a copy of your current version of QuickBooks. Select Keep old version on my computer, then select Let’s go.

For other ways of upgrading your QBDT, check out this article: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise

 

Alternatively, you may also explore third-party applications that integrate with QuickBooks and provide the specific feature you require.

 

I'm also sharing these articles below to give you more details about managing your file size in QuickBooks Desktop:

Let me know if you have further concerns with QBDT. I'll be around to assist you anytime. Have a nice day!

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