Select "Chart of Accounts" and any other accounts you want to include in the condense data process.Ĭlick "Begin Condense" to start clearing your old transactions. Select the "Reports" menu, "Vendors & Payables" and "Unpaid Bills." Close any bills that appear in the report.Ĭlick the "Reports" menu and "Customer Transaction Detail." Select the "Uncleared Transactions" detail to see any uncleared transactions and use the reconcile tool to reconcile them.Ĭlick "File," "Utilities" and "Rebuild Data." Click "OK."Ĭhoose "Local Backup." Click "Options" and select a location for your backup.Ĭlick "Complete Verification," "OK" and "Next."Įnter a filename for the backup and click "Save." Click "OK."Ĭlick "File," "Utilities" and "Condense Data."Ĭomplete the information requested by the prompts in the wizard and select a date range for your company file.
Close these invoices before running the condense data utility if you want to clear these transactions.
QUICKBOOKS CONDENSE DATA ARCHIVE
'The only downside to this great function is that one needs to delete or archive the data file several times in order to avoid unnecessary data storage and capacity usage. Condense DataĬlick the "Reports" menu, "Company & Financial" and "Open Invoices." Make a list of any invoices that haven't been closed. Brandon, MB - The QuickBooks Condense feature is an integral part of QuickBooks Desktop 2019 providing the option to delete the QuickBooks Audit Trail. It takes place when The company file is corrupted or. Option 1: Keep all transactions, but remove Audit Trail. QuickBooks condense data error is a common system error user faces when trying to archive their data file. A window will pop up with options to Condense your company file. In QuickBooks Desktop Premier and Enterprise Solutions, you can run a report to see the logic the program uses to determine which transactions it will not condense. Find transactions that will not condense. By deleting unwanted or redundant data, QuickBooks data compression minimizes the size of your QuickBooks data file.
QUICKBOOKS CONDENSE DATA HOW TO
With all other windows closed go to File / Utilities / Condense Data. How to use Condense Data utility For QuickBooks Desktop 2018 and earlier Before you start condensing the company file. Sign into QuickBooks Desktop as Administrator. Otherwise, if you selected the delete option, click "OK" to confirm that you want to delete the transaction. This will be the go-to for review of any detailed pre-condense date information. In some instances, we have seen size reductions greater than 50. This should generally be the first condense used. In this service, none of your data is sacrificed or removed and you get a lighter file size containing the same amount data. If you voided the transaction, click "Save & Close" to close the window or "Save & New" to save and enter a new transaction. In 2019 and later there was a new condense feature added, The Audit Trail Condense. Click the "Edit" menu and select the void or delete transaction option, depending on your needs.
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