have financial statements been prepared for 2013 ?

is 2013 recorded in Sage, and you just need to clean it up ? or was it recorded using other software ?

No. I have Bank and Credit Card Statements... That is all.

2013 probably was done in Sage, but I don't have access to it (might not even be in building)

Skylark

If you want we can re-set you fiscal year back to 2014 so the 2013 is available to enter transactions, then can setup to import the 2015 back into the file. Gregg at   www.bithelp.ca

that would work, how do i go back to 2014? i have tons of back ups, but then id lose the info made after that back up....

is there any other options where i can just be in the 2013 year ?

is there a way to import my business chart of accounts, venders and employees into a new company made in sage?

I feel like there has to be a way around this...

Thanks for the reply tho!

Skylar Ouellette said:

is there any other options where i can just be in the 2013 year ?

You could enter the 2013 information in another set of books (another 'company file', but there's no way to 'merge' two sets of company books.

Skylar Ouellette said:

is there a way to import my business chart of accounts, venders and employees into a new company made in sage?

Yes, 'export ledger' in the current set of books, and 'import ledger' in the new company.  When importing, you should set up accounts, inventory, projects, and then customers and vendors. 

Skylar Ouellette said:

I feel like there has to be a way around this...

It depends on your end goal, if you want to end up with all the data in one 'company file' you are up against an intentional, fool-proof barrier in software that has been developed and updated over a 30+ year period.   There's no menu item that you've overlooked.

If having the data in two separate files is good enough, then you can be set up and working in an hour or two.

As the other poster mentioned, if it's an absolute need to pull prior years' data into your current books, then there are ways to merge the data.  But to sort out and organize the data and then reconcile and make everything balance, you'll probably want to start with a separate set of books for 2013 anyway.  Check with the other poster on the best way to proceed.

We will set your company system dates back to 2014, both 2013 and 2104 will be avaliable for posting. Once your finished with 2013 you will be able to advance to 2015 and continue working. Contact us at bithelp.ca for further information

Try to get into habit to always do a Save As or a Backup and call it CompanyNameYearEndMonthDayYear before moving date into the new year.

You can do the same thing if you have employees and do a Save As or a Backup and call it CompanyNamePayrollYear before moving date to 1st of Jan.

I also always do a backup at end of working day.