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Create the New Year AccountEdge Company File (US & Quebec)



  • Vandan Gandhi

    Steps were spot on, made updating AE to a new year a seamless transition. I would add a "No further steps, you have now created and finished your new company file" at the end.

  • Joshua Torres

    Thank you! I would make Step 5.4 default to check “Keep Closed Transactions from Prior Fiscal Years” and make sure the “Keep From the Date Forward” is FY PYYY or prior. Having this information available all year long is extremely helpful no matter how large your company file is.

  • Permanently deleted user

    Exactly as helpful as needed! Very thankful for the walkthrough and the screenshots. The phrase on Install Product Updates 6)1.9. is different now. Mine says "You're up to date!" instead of "Your Version is Current." 


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