2Describe what you want in the current data file. Your next step in creating a year-end copy is to describe what information you want in the current data file, which is the Quicken file that you’ll continue to work with. Like the Create A Year End Copy dialog box suggests, you have two choices: The Do Nothing choice leaves the Quicken data file alone. The Do Something (please!) choice creates a copy of the Quicken data file using only balances and transactions after a specified date. To shrink the current Quicken file, you predictably use the Do Something (please!) option by selecting the appropriate option button and then specifying the cutoff date.

You can have several Quicken data files for different financial projects, saved under different names and locations. How to Find Your Quicken Data Files.

Re: Cloudstation Sync Issues with large Quicken Data Files. Postby syno.dustin » Thu Jun 23, 2016 5:31 pm. Could just exclude the Quicken files from syncing and then back up separately. I'd give the same advice for things like Outlook files, too. Some things just don't play well with syncing software. You can enter a large number of transactions in a Quicken file; in fact, you can record tens of thousands of transactions in a single account or file. Also, fewer transactions mean that Quicken runs faster because more memory is available for Windows. If your files have gotten too big for their own good, you can knock.

4Specify a starting date. Using the Specify Starting Date text box, type a cutoff date. Nowadays, the folks at Quicken are calling this the This Archive Data File Will Contain Transactions Up To And Including text box, but you guessed that, didn’t you? Quicken deletes all cleared transactions with dates that fall before this cutoff date from the current Quicken file.

( Remember: This file is the one you work with and want to shrink.) ( Note: Quicken doesn’t delete uncleared transactions, and it doesn’t delete investment transactions.). Quicken creates an old-transactions “Old File” with the filename discussed in Step 3. If you told it to, Quicken also deletes all the old transactions from the current file so that your current file contains only the transactions that are dated after the cutoff date. Quicken then displays the dialog box, which tells you the file was successfully copied. Select the Current File option button if you want to use the current file you’ve just shrunk. Select the Archive File option button if you want to use the old-transactions file.

Click OK after you make your choice. If you want to see the old-transactions, or archive, file again, you can select it in the Open dialog box (accessed by choosing File→Open). Download 2go For My Tecno Android.

You should not enter any new transactions in the old-transactions file, however, because these new transactions will change the old file’s ending account balance without changing the current file’s beginning account balance.

If you use QuickBooks to manage your company's sales, payroll and other financial data, you can share your QuickBooks file with your accountant to speed the process of preparing tax forms and additional documentation related to your profits and losses. Mature QuickBooks files can become too large to send via email attachment.

QuickBooks itself, along with online file-sharing alternatives, can hold the keys to transferring your information for your accountant's use. Keep data security uppermost as you evaluate your file-transfer options. Accountant's Copy File Transfer Intuit offers a file-transfer process you can instigate through QuickBooks and complete through the company's file servers. To use this procedure, you create an Accountant's Copy, a process you begin from the software's File menu.

You establish a dividing date that essentially freezes all transactions before it and leaves more-recent activity live so you can continue to work on and add to it. Once the program creates your file, you provide your name, email addresses for you and your accountant, a password your accountant must use to access the file you send and an optional note. When the file upload completes, your accountant receives an email message that includes a download link through which to access your file.