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Does anyone have steps to archive older years in QB Enterprise Desk that I can give to my client?

 
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Re: Does anyone have steps to archive older years in QB Enterprise Desk that I can give to my cli...

Greetings, @susan-campbell.

 

I appreciate you for choosing the Community to assist you with your concern. I'd be happy to help get this taken care of today.

 

Just to make sure I'm on the same page, can you confirm what QuickBooks product you're using? Also, are you trying to give old QuickBooks Desktop Enterprise data to your client?  If so, that's possible if you have backup copies of your client's company file. 

 

For more details, please check the following articles: 

However, if you need to exchange data with your client, consider using an Accountant's copy instead.

 

Here's how:

  1. Go to the File menu.
  2. Click the Accountant's Copy, and then click View/Export Changes for Client.
  3. Select Export.
  4. In the Save Accountant Change File to window, enter the filename and location of the file you are about to create. The filename must have a .QBYextension.
  5. Click Save and choose OK in the QuickBooks Information window.
  6. Give the export file to your client.

You can also use this article for additional reference: Accountant's copy.

 

Please know that I'm just a post away if you have any other questions about this or if you're referring to something else. I'll be happy to help you further. Have a nice day.