Use the Condense Data utility – Post navigation

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
If you are using inventory items, then your list will not be reduced. Yes No.
 
 

 

Quickbooks desktop condense data

 

If your company file has grown too large, you quickbooks desktop pro with enhanced payroll condense your file to a smaller date range.

QuickBooks removes the transactions that fall outside the date range you select and replaces them with new summary transactions by month. Important : Condense Data should be your last option to improve performance.

Note : The Condense Data utility will save a backup of your file before any data is removed. If the condense fails, you can restore the backup to see your original data.

With QuickBooks Mac Plusyou can продолжить choose from multiple options to reduce your company file size and keep or remove specific data. The updated Condense provides an option to remove the audit trail which reduces your file size but leaves all the detailed transactions.

This option will remove all transactions from your company file which reduces your file condebse but leaves the list entries and preferences.

This option will remove all transactions from your company file before condnese specific date and provides additional options for the condense operation. A quickbooks tutorial download copy is a condensed version of your company file that dta contains data for a specific period.

Note : Limitations desktop to online period copy may not display cash basis reports correctly. Here’s the list of options you will be asked to choose when you select Remove transactions dated:. Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. How to use the condense data utility Select your QuickBooks version to learn how to condense your file. QuickBooks Mac Plus With QuickBooks Mac Plusвот ссылка can now choose from multiple quickbooks desktop condense data to reduce your company file size and keep or remove specific data.

Remove Audit Trail The updated Condense provides an option to remove the audit trail which xesktop your file size but leaves all the detailed transactions. Go to File and select Utilitiesthen select Condense Data.

Select Remove audit trail info to date. Select Condense. Save a backup of your file. Review детальнее на этой странице quickbooks desktop condense data displayed in the Condense Data Completed window. Remove All Transactions This option will remove all transactions from your company file quickbooks desktop condense data reduces your file size but leaves the list entries and preferences.

Select Remove all transactions keep lists and preferences. Remove Transactions Dated This option will remove all transactions from your company file before a condene date and provides additional options for the condense operation. Go to File and select Utilities. Select Remove transactions dated. Select Before and select a date. Select More Options… and choose the options you need. Select Help if you need assistance. Review the information quickbooks desktop condense data in the Condense Data Completed window.

Period Copy A period copy is quickbooks desktop condense data condensed version of your company file that only contains data for a specific period. Select before and after and select dates. Review the info displayed in Condense Data Completed. Here’s the list of options you will quickbooks desktop condense data asked to choose when you select Remove transactions dated: Do you want to remove the following transactions?

Enter the date you want to remove transactions from. Note : If you track inventory, set the date quickbooks desktop condense data dxta last day of the month to keep your average cost accurate.

Select OK. Select OK to create quickbooks desktop condense data backup file. Select OK once the backup is complete. Was this helpful? Yes No. You must sign in to vote, reply, or post. Sign in for the best experience Ask questions, get answers, and join quickbooks desktop condense data large community of QuickBooks users.

 
 

Quickbooks desktop condense data

 
 

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Buy QuickBooks Today! Contents Why the Condense Operations Fails? To Conclude. How can I fix the condense error? About The Author. Leave a comment Cancel reply Your email address will not be published. These Condensed journal entries have no source data because there is no account present on the first line of the entry.

Note that you cannot edit or delete Condensed journal entries. Now that you have completed condensing the company file, please make sure that the before and after condense data reports match.

You may consult a QuickBooks ProAdvisor or an Intuit technical support to help you determine which option is best for you. They can also assist you in implementing what you have chosen.

Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page. QuickBooksHelp Intuit. QuickBooks New Option Do you have concerns about the performance of your file due to its size? Data File Optimization is accessed just like the traditional Condense File feature. Go to File select Utilities and then select Condense Data. Select the first option as shown below. Note that the system will advise you of the approximate reduction in your file.

Select Next and the notice Working on your file now will appear. When complete, a window opens advising you of the total reduction in your file size as well as the location of the backup prior to the file optimization.

What you need to know about Condense Data utility It is not reversible Before Condensing, make sure it’s the best option for your company. Here are some valid reasons to Condense: You have a large data file.

You are nearing a list limit. You have upgraded all your hardware. Your accountant and your technical support have discussed other options and are willing to proceed with Condensing. It may or may not affect the size of your company file Most often, it reduces the size because it removes transaction detail and list entries. If you use inventory items, your lists are not reduced.

Very few transactions may be Condensed and the file size doesn’t change much. Open transactions are not Condensed and the file size is not affected. We could not have done it without her help! Marjorie Adams and Tarrah Hendrickson were very helpful during the initial 30 minute consultation, which was free of charge!

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To run the report go through the following steps: Open QuickBooks and select File tab. Go to Utilities and select Condense Data option. Choose the Transactions before a specific date option and enter the appropriate date. Check-mark the optional box and select Next. Click on Summarize inventory transactions recommended and select how your inventory will be condensed, later click Next. Remove the transaction groups as you wish and click Next.

Click on Begin Condense. It will not start condensing as of now but will only run the report. Now, prepare your company file for condensing through the following steps: Remove the closing date of your data file by the following steps: Open QuickBooks and select the Edit menu. Hit OK. Edit the transactions that are entered before your company starting date as you cannot fix them afterward. To find them, run the Profit and Loss and Balance Sheet utilities.

Under Chart of Accounts , re-sort the lists. Make sure of zero data damage by running the Rebuild and Verify Data Utility. Make a back up of your company file and copy it to a secure location.

Accrual-based Profit and Loss for all the dates. Accrual-based Balance Sheet for all the dates.