#QUICKEN 2015 FOR MAC ADD A DEPOSIT ARCHIVE#

Choose File menu > File Operations > Copy.Before attempting the process below, we recommend you make a backup of your file first. The work-around to this specific issue would be to use File > File Operations > Copy rather than Year-End Copy. Ensure that Linked Cash accounts are properly reconciled and only contain banking transactions (payment, deposit) or be prepared to see the prior year(s) transactions in those accounts.Ensure that all customer/tenant payments/charges are posted in full on the date prior to the desired cut-off date, where applicable.Reconcile all accounts before creating Year-End Copy.To prevent these transactions from being displayed (other than the Investment transactions): Transactions that are linked to open/unpaid Invoices, Bills or Rent (Quicken Home & Business version) if a customer payment is used to pay part of an open invoice, the entire payment and invoice will be presented in the new year file.

#QUICKEN 2015 FOR MAC ADD A DEPOSIT ARCHIVE#

You can archive investment transactions by following the steps here.

Accounts linked to investment accounts all investment transactions will be presented in the new year copy to maintain accurate calculations.

Transfers between accounts where one of the accounts has not been reconciled.

If you used the Year-End Copy command to create a year-end file, and the new data file contains transactions from the previous year, the most common reasons for this are:

Quicken 2015 for mac add a deposit