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Best practices when performing a year end close on SmartSync files

Updated:
Sep 22nd, 2017

As a best practice when performing a year end close for a SmartSync file, we suggest that you clear any existing synchronization data from the file.

To clear existing synchronization data:

  1. Verify that all prior year child copies have synced to the parent file.
  2. In Working Papers, click File | Open and select a child copy.
  3. On the ribbon, click SmartSync | Delete Copy. When prompted, click Yes to delete the synchronized copy.
  4. Repeat steps 2-3 until all child copies are deleted.
  5. In Working Papers, click File | Open and select the parent file.
  6. On the ribbon, click SmartSync | Clear Information. When prompted, click Yes to clear any remaining synchronization data.

The synchronization data is cleared and the parent file is now ready for a Year End Close. After completing the year end close, you can create child copies from the new parent file.

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