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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 T.

    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.


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