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:
- At the top menu bar, go to the File menu.
- Select Utilities.
- Click Condense Data.
- 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).
- Set the correct dates for the Remove transactions before and after filter.
- 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.
