Are looking for the step-by-step guide to condense the company files in the QuickBooks desktop? If yes, then this blog might be a great help to you. This blog will be all about the steps to be followed to condense the company files in QuickBooks desktop. For further details, the user can get in touch with our QuickBooks desktop support team and dial our toll-free number, our team will ensure to provide you the best possible assistance.
Steps to be followed to cleanup and condense the QuickBooks company files:
The first step is to select the fine and then visit the Utilities and move to condense data command. After that, the user is required to open the first condense data dialog box.
After that, the user is required to select all the transactions before a specific date in radio button.
The next step is to specify the date before which the closed transactions has to be removed.
Now, click on Next when you are done with specifying the transactions that have to be eliminated.
Moving ahead, the user is required to specify the transactions that should be summarized using the second condense data dialog box.
It should be noted that this step will display the third dialog box once the summarizing process is done.
After that, specify the inventory that is to be condensed in the third dialog box.
In the fourth dialog box, the user is required to mention the transactions that are to be removed.
In the fifth dialog box, the user is required to specify the list cleanup that should be done
In the next step, the user should confirm and authenticate the condensing and archiving procedure.
Now, the user is required to click on start condense, in order to start the process.
The last step is to back up the QB company data file when prompted.
Author’s Words!
With this we come to the end of the blog post. We hope that this blog might be of some help to you. In case you want to get a deeper insight into the same, or have any query, you can dial our toll-free number 1-800-761-1787, and get a better insight into the process to condense and cleanup company files in QuickBooks.