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Accountants both in public practice and in industry increasingly are expressing concern about turning over complete QuickBooks data files to third parties -- including tax auditors -- because there has been no capability to block access to transactions outside the period of interest or under audit. However, beginning with the 2012 release of QuickBooks Accountant, a new feature known as Period Copy allows users to make a copy of the data file that contains only transactions for a specific date range.…...more
Creating A Period Copy Of A QuickBooks Data File.mp4
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11,401Views
2011Sep 20
Accountants both in public practice and in industry increasingly are expressing concern about turning over complete QuickBooks data files to third parties -- including tax auditors -- because there has been no capability to block access to transactions outside the period of interest or under audit. However, beginning with the 2012 release of QuickBooks Accountant, a new feature known as Period Copy allows users to make a copy of the data file that contains only transactions for a specific date range.…...more