Before you begin, ensure you the latest release installed.
Choose File menu > File Operations > Year-End Copy. Then choose the operation you want to perform:
Archive a file
Create a new year file
The current data file will include only transactions that occur after the date you specify as well as all investment and unreconciled transactions.
The new year file you create retains all investment transactions and any prior uncleared transactions. If your file contains invoice/receivable transactions (only in Quicken Home & Business), Quicken retains all unpaid transactions, such as unpaid invoices, as well as invoices created prior to the date you specified but that are linked to payments that fall within the new date range.
When naming the Quicken file, don't use any of these characters: * ? < > | " : \ / (asterisk, question mark, left and right angle bracket, pipe, straight quotation marks, colon, BACKSLASH, FORWARD SLASH). Also, you don't need to add the .QDF extension; Quicken does that for you.
Quicken stores the data file in the folder containing the current data file (the Quicken folder by default). Click Browse if you want to store it in another location.