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Select Period to Process [File menu]

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Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Client data is automatically retained for up to two years - that is, the current year plus the previous year. Use the Select Period to Process dialog to change to a different period when you wish to examine or modify data for an earlier processing period or to advance to a new processing period. You may choose any prior, current, or future period for the open client. The application automatically closes all data-entry windows before displaying the Select Period to Process dialog.

Choose Select Period to Process from the File menu, or click the Select period button button on the toolbar.

Special information

For Trial Balance CS clients

Only net changes of accounts are imported from QuickBooks Pro when you choose Utilities > Import > QuickBooks Pro Account Balances. Therefore, when you close the current period to the next year, be sure to click the Yes button when you are prompted to carry forward balance sheet account balances.

For payroll clients

  • You can record unprinted payroll checks only within the latest period.
  • When you are ready to advance the client to a new processing period you must follow the procedure outlined in the help topic called Changing to the next processing period.
  • Prior to closing to the next year, be sure to back up the client's data. (Choose Backup from the File menu.)
  • Because employee earnings information is stored only for the latest and the prior year, it must impose a limit on how far back you can go when changing processing periods. If you are processing in 2008, you will be able to move back only to 2007. If you move forward to 2009, you will then be able to move back only to 2008.
  • Employee pay, withholding, and deduction items will be copied to a prior year only if it is the first time going back to that year.

    Example: Suppose you began processing data for a client in 2008 and have added several employees. Now you move back to 2007 to record some information for an earlier period.

    A one-time transfer of all existing payroll items for all employees to the prior year is automatically completed by the application, but the accumulated amounts for those items will be zero. Once the data tables for the current and previous years have been created, items will no longer transfer between years. So if you were to add a new payroll item while in 2008, it will not appear when you move forward to 2009, and vice versa.

  • Reverting to a prior payroll period

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