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JayM10
July 6, 2020
Question

Accessing old data

  • July 6, 2020
  • 1 reply
  • 0 views

30 June is the 1/2 year for our small charity's accounts. Can I obtain the balances on a specific account at that date for each of the past 10 years? Obviously I have the current year and one previous, but how can I get the ones for the 8 earlier years?

1 reply

MaryLandT
MaryLandT
July 6, 2020

Hello there, JayM10,

 

The data showing on your QuickBooks Desktop file will depend on when you have started using the software. And, the time you've recorded those transactions to keep your books accurate.

 

I suggest contacting your bank so they can provide 8 years of entries. This way, you'll be able to obtain the balance you need for your charity's accounts.

 

Once you have the data, you can export reports from QuickBooks to Excel. Then, combine your entries from there.

 

Stay in touch if you need additional information. I'm always around to help.

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