Accountant's Copy error

Recently purchased a company who's financial records are in SAGE.  I have always used QB in the past and I am not completely up to speed with SAGE yet.

I am trying to create an Accountant's Copy of the company's 2013 data for Year End.  (Jan 1 13 to Dec 31 13).  I have tried to create an accountant's copy but keep getting the error "The Accountant's Copy could not be created, please try again".  Also, when I tried to create the copy, it did not ask me for the cut off date.  Is there something I am doing wrong?  I want to be able to continue to enter data for 2014 while my accountant takes care of things for 2013.  This is possible in SAGE is it not?  I am using SAGE 50 Premium.

Thanks for your help.

Jeff

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    You can still continue to work in 2014 year by moving the date ahead into the New Year.

    Instead of creating an Accountant Copy use the backup feature and call it something like 2013 YearEnd Last JE nnn and date that you created it.. Then send that to your accountant. Then go into Setup -> Settings -> Company -> System, and put a tick mark in the box for "do not allow transactions dated before" and enter Jan1/14 date. This will prevent anyone from accidentally entering transactions dated Dec31/13 or earlier.

    The problem that I find with Accountant's Copy is that most accountant don't bother with inputting the year end information into it to send back to you. I myself prefer to have the accountant send me the adjusting entries to post myself so that I know what they are about.

    Once you get the Year end adjusting entries from accountant then you will need to go back and untick the box that won't allow transactions in previous year end, post the adjusting journal entries using the Dec31/13 date, and reconcile your Trial Balance Sheet with the accountant's Trail Balance.

    Then go back and put in the tick mark for 'do not allow transactions......Jan1/14 date' then you would do a 'Save As' and call it Company Name Final Dec31 2013 YearEnd.  

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  • 0

    You can still continue to work in 2014 year by moving the date ahead into the New Year.

    Instead of creating an Accountant Copy use the backup feature and call it something like 2013 YearEnd Last JE nnn and date that you created it.. Then send that to your accountant. Then go into Setup -> Settings -> Company -> System, and put a tick mark in the box for "do not allow transactions dated before" and enter Jan1/14 date. This will prevent anyone from accidentally entering transactions dated Dec31/13 or earlier.

    The problem that I find with Accountant's Copy is that most accountant don't bother with inputting the year end information into it to send back to you. I myself prefer to have the accountant send me the adjusting entries to post myself so that I know what they are about.

    Once you get the Year end adjusting entries from accountant then you will need to go back and untick the box that won't allow transactions in previous year end, post the adjusting journal entries using the Dec31/13 date, and reconcile your Trial Balance Sheet with the accountant's Trail Balance.

    Then go back and put in the tick mark for 'do not allow transactions......Jan1/14 date' then you would do a 'Save As' and call it Company Name Final Dec31 2013 YearEnd.  

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