Good day, @Karmy. Allow me to join the thread and take care of this query for you.
Currently, the ability to archive older data is still unavailable in the system. For now, the only option is to condense your data file this will help or filter reports in a specific period.
In case you want to perform the condensed data file, make sure to create a backup and print all the important reports. You can also create a company file from your existing company file, starting with your fiscal year so that you won't have to start over. By doing this, the lists and Chart of Accounts will be saved but the balances and the old transactions will not be included.
Here's how:
- Go to File.
- Select Utilities.
- Choose Condense Data.
- Click OK.
Here's an article you can read to learn more about the Condense Data tool: Use the Condense Data Utility.
I've also included some articles in case you need some ideas about creating a backup, as well as modifying reports to acquire the data you need:
You can always get back to me whenever you need help. I'll be around to help you anytime. Have a wonderful day, @Karmy.
