find transactions

Contributing User Jenny2
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find transactions

Im using Account right online and have recently rolled over a new year.

I need to access information from a previous year, which now wont show up, how do I go about doing this?

Restore an old back up? But I dont want to lose my current myob data.

Please advise.

TIA, Jenny

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Valued User Robert_Mitchell
197 Posts
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Valued User

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Re: find transactions

You will need to restore the backup but when you do, make sure you give it a DIFFERENT name to your current file. If your current file is on-line, then restore to your desktop rather than on-line and give it a name that identifies the financial year for historical records. In the Classic version, I create separate folders for each financial year and then name the files accordingly, e.g. the folder would be Accounts/2017/YE 2017 ABC Pty Ltd v19.MYO & then Accounts/2018/YE 2018 ABC Pty Ltd v19.MYO, etc. I also make a habit of restoring the file before rollover to ensure there aren't any issues for the restore.

 

Cheers

Robert

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