Sage Office Connector gives you the flexibility to run financials and reports for prior years with the familiarity of Microsoft Excel. Breaking down the constraints of running these financials from backups. Contact our Sales team at 1-800-858-7095 or by email at [email protected] for more information.

The Year-to-date Ledger can display activity for up to twenty-three prior periods as long as activity for those periods exists.

Double-exclamation points (!!) will appear on the ledger after the Ending Balances when you choose a date range prior to the twenty-third prior period. Refer to Double exclamation marks (!!) appear on the Year-to-date Ledger in General Ledger (Start date on ledger is too far in the past).

Choose from the following options:

Option 1: Print the Entries by Account report (GL Reports, Entries, Entries by Account)

• Tips:
  • If transactions for the time period needed have been moved to history, select the GL Transaction (current) and GL Transaction (history) files.
  • If you include the GL Transaction (history) file, add the following condition:
    1. Click Conditions.
    2. Click Add.
    3. From the Field list, select Source.
    4. Under Operator, select Not equal to.
    5. Under Value, select Close Fiscal Year.
    6. Click OK twice.
  • If you are using both accounting methods (Accrual and Cash), add a condition for the accounting method needed:
    1. Click Conditions.
    2. Click Add.
    3. From the Field list, select Accrual or Cash.
    4. Under Operator, select Equal to.
    5. Under Value, select the appropriate accounting method needed for the report.
    6. Click OK twice.

Option 2: If you need a ledger with transactions and balances, you can print from an archived copy of your data folder. If you do not have an archive folder, you can restore the folder from a prior year back up and upgrade the data. Then use the restored folder to print the ledger. Refer to How do I restore from a backup to a new data folder for prior year reporting?

Option 3: Run the Office Connector Starter Ledger: See How can I export General Ledger entries or a Year to Date Ledger to Microsoft Excel?

Option 4: If you need to see balances at year end and do not need the transactions, refer to How do I print financial statements for prior years? to print year-end balances for prior years.