Thank you for posting here in the Community, @Tg5.

I can share additional information about the data in QuickBooks Desktop.

Currently, the ability to archive older data is still unavailable in the system. For now, the only option is to create a backup copy for you to keep or filter reports in a specific period.

I can see how the workflow you're looking for is beneficial to your business. We always make improvements to the features in QuickBooks Desktop, and this preference might be available in the future.

For the time being, you can visit the New Features section within QuickBooks. It'll keep you up to date about any changes in the product.

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:

• Back up your QuickBooks Desktop company file.

• Create and open portable company files in QuickBooks Desktop.

• Customize reports in QuickBooks Desktop.

Let me know in the comment section below if you have any other questions. Have a great day ahead.