QB's "Period Copy"

Thanks for getting back to us. We understand that the ability to enter a date range for transactions is crucial for your needs. It's true that the Accountant or Enterprise versions of QuickBooks typically offer more advanced features, including the ability to specify date ranges for transactions. Allow me to guide you on how you can achieve your goal. 

Given your current use of the Premier version, we recommend considering an upgrade to the Accountant or Enterprise version if this functionality is essential for your business operations. In terms of upgrading, QuickBooks makes it easy for customers to upgrade. You'll be seeing a prompt message that there's a new version. Here's how to do it:

1. When you’re ready, select Upgrade Now.
2. Select Keep old version on my computer if you want to keep your current QuickBooks. Then select Let’s go. QuickBooks downloads install and activate the new version for you. It updates your company file(s).
3. When the upgrade is done, select Open QuickBooks.

In case you did not see any prompt, you can follow the steps below:

1. Go to Help, and then Upgrade QuickBooks.
2. Select the version you want to upgrade to, then select Upgrade Now.
3. You can keep a copy of your current version of QuickBooks. Select Keep old version on my computer, then select Let’s go.

For other ways of upgrading your QBDT, check out this article: Upgrade QuickBooks Desktop Pro Plus, Premier Plus, or Enterprise

Alternatively, you may also explore third-party applications that integrate with QuickBooks and provide the specific feature you require.

I'm also sharing these articles below to give you more details about managing your file size in QuickBooks Desktop:

• Learn about the maximum number of list entries you can make in QuickBooks Desktop
• Resolve QuickBooks Desktop performance issues

Let me know if you have further concerns with QBDT. I'll be around to assist you anytime. Have a nice day!

I appreciate you joining the conversation, Sam. You can use the Condense Data Utility in QuickBooks Desktop (QBDT) to have a period copy of your company file. 

Here's how:

1. Navigate to the File menu, then select Utilities.
2. Select Condense Data.
3. Choose Remove the transactions you select from your company file. Select Next.
4. Select Transactions outside of the date range for the transactions you want to remove. Then hit Next.
5. Choose how you want your transactions to be summarized, then click on Next.
6. Select how you want your inventory to be condensed, then select Next.
7. Check all the transactions you wish to remove, then click on Next.
8. Select List entries you'd like to remove, then select Next.
9. Hit Begin Condense, then wait for the process to complete. Select Close.

For a more detailed guide, this article on using the Condense Data utility is a great resource. It has all the important reminders you'll want to keep in mind.

If you have any other questions about the period copy or anything else, let us know. We're always here to help. Have a good one.