![]() ![]() 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. 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. 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. How to use Condense Data utility For QuickBooks Desktop 2018 and earlier Before you start condensing the company file. Close these invoices before running the condense data utility if you want to clear these transactions. Use express Start or Advanced/Detailed Setup to create a separate company file for. Repeat the steps you take to set up 1 company. How do you set up multiple business in Quickbooks (assuming each business files a separate tax return. Condense DataĬlick the "Reports" menu, "Company & Financial" and "Open Invoices." Make a list of any invoices that haven't been closed. Click the File menu and select Utilities > Condense Data from the menu. Is the file size close to or exceeding 300MB (. Condensing Press F2 to see how big your file is. '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. Going through the wizard, you will be asked to condense from the following transactions and list entries. To Condense or Not To Condense Keeping Your QB File Healthy. When condensing, QuickBooks removes many of the transactions dated on or before the date you condense/clean up the data in an. Brandon, MB - The QuickBooks Condense feature is an integral part of QuickBooks Desktop 2019 providing the option to delete the QuickBooks Audit Trail. ![]() Go to Utilities and choose the Condense Data option. Business QuickBooks Condense Data Tool Best Way to Use & Its Functions. Otherwise, if you selected the delete option, click "OK" to confirm that you want to delete the transaction. At last, run the utility to condense data by following these steps: Open QuickBooks and select the File tab. If you voided the transaction, click "Save & Close" to close the window or "Save & New" to save and enter a new transaction. Click the "Edit" menu and select the void or delete transaction option, depending on your needs. ![]()
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