Condense file in quickbooks desktop1/17/2024 ![]() A backup of the file will be created which ensures the record of the details of the removed transactions.Ĭondensing completed? Once your file is successfully condensed and the targets are less than 350, 000 you can proceed to import your file from QuickBooks Desktop to QuickBooks Online. You will be asked for backup before cleaning up the data file.Ĥ. NOTE: it is recommended to make the date the last day of the month, for inventory tracking as this will maintain the average cost of the items.ģ. From the File menu go to Utilities > Condense Data. Close all the running windows or you may also reopen your QuickBooks.Ģ. This will generate a backup of the file before cleaning.ġ. You will be asked for backup before cleaning up the data file, click on ok. If you want, you may also select any Unused List Items to Remove and then click on Next.ĩ. Under the Select Additional Criteria for Removing Transactions, select any of the appropriate dialog boxes and click on Next.ħ. The closed transactions on or before the date you choose will be removed automatically by QuickBooks.Ħ. Click on Remove Transactions from a certain date.Ĥ. Do you want to continue anyway?” will appear, click on yes.ģ. A message displaying “Budget data may be moved during cleanup. Open QuickBooks and from the File menu, go to Utilities > Clean up Company Data.Ģ. Click on Begin Condense to start condensing the file.įor QuickBooks Pro/Premier 2006 to 2011 or Enterprise Solutions 6.0 to 11.0ġ. Choose any of the dialog boxes (optional) and click on next.Ĩ. You can choose any of the methods to summarize the transactions you’re removing and click on Next.ħ. Note: it is recommended to make the date the last day of the month, for inventory tracking as this will maintain the average cost of the items.Ħ. The closed transactions on or before the date you choose will be removed automatically. Select Transactions before a specific date In the Condense Data window.Ĥ. Do you want to continue anyway?’ will appear, click on yes.ģ. A message displaying ‘Budget data may be moved during cleanup. Open QuickBooks and from the File menu, go to Utilities > Condense Data.Ģ. Steps to import for QuickBooks Pro/Premier 2012 or Enterprise 12.0 and laterġ. How to Condense QuickBooks Desktop data for import to QuickBooks online? For Mac: hold CMD (?) +1 on your keyboard.Open QuickBooks and go to the Product Information: You can check the targets by accessing the product information window of your QuickBooks desktop.ġ. How to check targets in a QuickBooks company file? ![]()
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