Client Information - Interim Periods
Client Information - Interim PeriodsInterim Period: QuarterlyQuick Trial Balance Pro can process data for monthly, quarterly, six-month, or annual data. If you areusing QTB Pro to process an interim period (monthly, quarterly, or annual) data, you need to indicatethis in the Client Information screen on the Interim Period tab as shown below.Client Information - Interim PeriodsPage 1
Client Information - Interim PeriodsSetting an Interim PeriodWhen you click the Change Interim Period, the Interim Period drop down will be enabled so that youcan select the period. Note that the Interim Periods are generic labels, such as Month 1, Month 2, etc.,instead of specific month names. This is done intentionally so that they can be easily identified by QTBPro.Client Information - Interim PeriodsPage 2
Client Information - Interim PeriodsChanging the Interim PeriodOnce you leave the Client Information screen after selecting an Interim Period, the drop down for theInterim Period may be disabled, unless you are entering cash receipts and disbursements (aka cashtransactions). You can still click the Change Interim Period button if you've selected the wrong period,but otherwise, if you are finished processing an interim period and want to process new data for anotherperiod, you should run the Reset for New Year option.The screenshot below shows the Interim Period screen after selecting an interim period, then closingand re-opening the Client Information screen. Note that the Interim Period drop down is disabled.Client Information - Interim PeriodsPage 3
Client Information - Interim PeriodsInterim Period DatesThe start and end data for the interim period are automatically calculated for you when you select aninterim period. The dates are based on the year-end entered in the General section of the ClientInformation screen. You can change these dates if your interim period covers a different time period andthe end date will appear on reports and financial statements.Client Information - Interim PeriodsPage 4
Client Information - Interim PeriodsInterim Period IdentificationWhen you select an interim period, this information will be shown on the Home screen as a reminderthat you are working with an interim period.Client Information - Interim PeriodsPage 5
Client Information - Interim PeriodsInterim Period IdentificationYou will also notice on the Visual Trial Balance, that the Adjusted Trial Balance column heading hasbeen replaced with the date the interim period ends and the interim period selected (Q01 Quarter 1,Q02 Quarter 2).Client Information - Interim PeriodsPage 6
Client Information - Interim PeriodsInterim Period IdentificationIn addition, when printing a report, you will see the interim period displayed in a drop down next to theyear-end drop down as shown in the screenshot below for the Adjusted Trial Balance.Client Information - Interim PeriodsPage 7
Client Information - Interim PeriodsReset for New YearWhen you are finished with the interim period data and ready to reset for a new interim period or newyear, select the Reset for New Year option from the Housekeeping menu or click the RESET button onthe Home screen toolbar. While these options (buttons) appear the same as if working with an annualdata period, the reset screen will appear as shown below. Note that the interim period will beincremented to the next period. If this were the last period of the year, whether month 12, quarter 4, orthe 2nd six months, of the year, then this option would not appear.Client Information - Interim PeriodsPage 8
Client Information - Interim PeriodsPost ResetAfter resetting the file for an interim period, all the data will be removed and the interim period will beincremented to the next period. If you look at the Client Information screen's interim period section, youwill see the following.Client Information - Interim PeriodsPage 9
Client Information - Interim PeriodsInterim History FileThe data from the interim period is saved in summary format to the interim period history file so that itcan be used for comparative purposes. You see what interim periods have been saved by selecting theReset option and using the button Interim Period in the lower left corner of the screen.Client Information - Interim PeriodsPage 10
Client Information - Interim PeriodsSaved Interim PeriodsAfter clicking the Interim Periods button on the Reset screen, you will see the following screen. Thisshows interim periods that have been saved. There are instructions at the bottom of this form showingyou how to print, change, or import data into the interim period history file. You can also use the Deletebutton if you want to delete the interim period's data.Client Information - Interim PeriodsPage 11
Client Information - Interim PeriodsPrinting from Interim Period after ResettingIf you need to print a report from a previously saved interim period, other than summary data such as,adjusted balances, you can select the interim period on the Reports screen just as you would select aprior year file.Client Information - Interim PeriodsPage 12
Client Information - Interim PeriodsImporting Interim PeriodsIn earlier versions of QTB Pro, if you wanted to process an interim period, it would have to be done in aseparate file, similar to the way it is done in the current version, with one important difference. Youwould have to use a separate company file for each interim period. In other words, if you wanted to doquarterly interim periods and reference prior period data for the same period, you would have tomaintain a separate file for each quarter. In the current version of QTB Pro, prior interim period data issaved in an interim period history file. However, if you've been maintaining separate interim period files,you may want to import the data from those files into the interim period history file so that it can be usedfor comparison purposes. To do this, you would use the Import Data option in the program and selectthe Import Interim Period data.Client Information - Interim PeriodsPage 13
Client Information - Interim PeriodsImporting Interim PeriodsWhen you click the Import Interim Periods, you will see the screen shown below. You will need to selectthe file that contains the data you wish to import from, and select the field that contains the data to beimported. You can select from the Adjusted Trial Balance or any of the prior year amounts. You mustthen indicate what year and the period that will be used to save the data in the interim period history file.Client Information - Interim PeriodsPage 14
Client Information - Interim PeriodsChanging Interim Period DataIf for some reason you need to change an amount that has been saved in the interim period history file,you can use the Quick Entry Balances option in the Accounts menu. The drop down allowing you toselect the period that you want to change will include interim periods that have been saved.Client Information - Interim PeriodsPage 15
Client Information - Interim PeriodsCash Transactions and Interim PeriodsThere are some differences in the way interim periods are handled if you enter cash receipts and cashdisbursements in QTB Pro. The assumption is that you would enter cash transactions for the entire yearin one data file, and therefore, that one data file would contain all the interim periods that could occurduring that year.Because of this, the following should be noted:You can change interim periods in the current year at any time by going to the Client Information screenand changing the interim period drop down. This will automatically save the interim period selected tothe interim period history file before changing to the new period. You do NOT need to run the Resetoption to change to a new interim period; however, if you do run the Reset, it will save the data to theinterim period history file and increment the period. What it will NOT do, is create a unreset file. Theprogram does not need to perform this step because all of the data for all interim periods is in theannual data file.You will need to run the Reset option after the LAST interim period of the year in order to reset it to thenext year. At that time, an unreset file will be created and it will be named using the normal format sinceall interim periods for the year will be included in that file.Client Information - Interim PeriodsPage 16
Interim Period: Quarterly Quick Trial Balance Pro can process data for monthly, quarterly, six-month, or annual data. If you are using QTB Pro to process an interim period (monthly, quarterly, or annual) data, you need to indicate this in the Client Inf
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