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Print quarterly reports from a prior year

This topic describes how to print quarterly reports for a client that is closed forward to a new year.
  1. Open the client.
  2. Select
    File
    , then
    Save As
    , enter a unique name such as COPY[Client ID], and select
    Save
    .
  3. Select
    File
    , then
    Close Client
    .
  4. Select
    Help
    , then
    Repair
    .
  5. Select the copied client.
  6. Select
    Decompress Client
    .
  7. Select
    Delete most recent year end files
    , then select
    Yes
     to delete the most recent year-end files. (For example, deleting all .L21 files deletes the 2021 year end.)
  8. If necessary, repeat the previous step until you’ve deleted all files for years following the period for which you want to print quarterly reports. (For example, if you want to print quarterly reports for 2019, you need to delete year-end files for 2021 and 2020.)
  9. Select
    Done
     twice.
  10. Open the copied client to print quarterly reports for.
  11. If the client isn't currently set for a quarterly calculation period, select
    File
     , then
    Client Properties
    , select the
    Quarterly
     option in the Calc period tab, and select
    OK
    .
  12. Select
    File
    , then
    period to process
    .
  13. Select the first quarter of the year from the list and select
    Move to Selected Period
    .
  14. Select
    File
    , then
    period to process
    .
  15. Select the quarter you need the report for and select
    Move to Selected Period
    .
  16. Select
    File
    , then
    Print
     and print the reports.
  17. When you're finished printing reports, close the client, then select
    File
    , then
    Delete
     and delete the copied client.
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