There are 2 things you can do. One is to note your last JE nbr  and then do a 'Save As' renaming it to Company Name JE??? B4 New Year. Then the 2nd thing to do is to do a backup of new company using same name. Now go back into your usual company file and move the date ahead to the new year. A box will ask if you wish to clear data so click on 'No' for that as you do not want to clear out any data. Then check your data integrity to ensure it is OK (sometimes you will get a data inconsistency aster rolling into new year so if that happens just restore backup and start over again).

Now you can move into the next month and post into new year but the great thing is that you can also post into previous year! You will get a message each time when posting with previous year dates that this will affect your Fiscal Year but that is ok. Once you have completed everything for the previous year and ready to send to accountant then you can go into Set-up, Setting, Company, System, and tick the box for "do not allow transactions date before' and enter the first day of the New Year. That way you won't accidentally post into the prev year since the accountant now has it for year end filing.

Thank You so much !!

now, I have checked my data integrity and states that there is a discrepancy. It shows and asterisk besides my vacations pay balance vs my vac pay owed - than acct rec files matched - data inconsistencies have been detected -  what is that mean ?? how can I solve that ?

thank You again :)

Hi Sc@bell,

You can follow the link written below to access the knowledge base article for your issue.

How to solve "Data inconsistencies have been detected"?

In your case, the incsonsistency is between your vacation payable balanace and vacation owed.  You will have to go to unlink the linked account of Vacation Payagel in Setup, Settings, Payroll, Linked Accounts, Income.

Please make a backup before you follow the steps in the article.

Hope this helps

Hi Sc@bell,

You can follow the link written below to access the knowledge base article for your issue.

How to solve "Data inconsistencies have been detected"?

In your case, the incsonsistency is between your vacation payable balanace and vacation owed.  You will have to go to unlink the linked account of Vacation Payagel in Setup, Settings, Payroll, Linked Accounts, Income.

Please make a backup before you follow the steps in the article.

Hope this helps