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Can I create a data file of particular fiscal periods?

Created on  | Last modified on 

Summary

This article provides step-by-step instructions on how to create backups that include specific fiscal years by using the Clear Financial History function in the Maintenance menu

Resolution

Option 1:

  1. Make a backup (or Save As 'Test') of your current data file.
    • Refer to Related Resources "What is the difference between Backup, Save As and Save a Copy?"
  2. Restore from a backup from the end of the last year that should be included.
  3. In the file restored, click on Maintenance, Clear Data, and select Clear Financial History...
  4. Select the last year that should not be included.
  5. Click on OK.
  6. Create a backup of this file. The backup will only include the desired years.

Option 2:

  1. Restore from a backup from the end of the year 2022.
  2. In the file restored, click on Maintenance, Clear Data, and select Clear Financial History...
  3. Select the year 2019. (Last year at the bottom of list)
  4. Click on OK.
  5. Create a backup of this file. The backup will only include the years 2021 and 2020.


DocLink: How do I create a backup?
DocLink: What is the difference between Backup, Save As and Save a Copy?