Moving from Desktop to online - file size too big, how to compress or reduce

jholzherr · ‎April 05, 2020

As the title suggests, I am transferring from QuickBooks Desktop Pro 2020 to QuickBooks Online and am getting the error "

Company file is too large to export, Export only your lists - your chart of accounts, vendors, customers and more"

When I complete the transfer it doesn't show any account history at all, I've searched and searched and can't seem to find a way to reduce the file size.

ShiellaGraceA · ‎April 06, 2020

Hi @jholzherr,

You can condense your QuickBooks data and export it again to QuickBooks Online. Let me walk you through how.

Create a back up copy of your file first. Go to File, Back Up Company, then Create Local Backup.
Make sure to log in as the QuickBooks admin. Then, go back to File, then Utilities, and then Condense Data.
Select Yes when prompted. Select a Date, then Next and choose a method to summarize transactions.
Hit Next, then Begin Condense.

Please refer to this article for the detailed steps: Condense your QuickBooks Desktop file for import to QuickBooks Online.

After you've successfully condensed the file, you can go back to converting your QuickBooks Data to Online again. Here's an article that will guide through the step-by-step process: Move your QuickBooks Desktop file to QuickBooks Online.

I'll also be sharing with you these handy articles for additional reference:

Should you have other questions or concerns about conversion, please reach out to me anytime. I'd be sure to reply as soon as I can. Thanks for dropping by and have a good one.

View solution in original post

ShiellaGraceA · ‎April 06, 2020

Hi @jholzherr,

You can condense your QuickBooks data and export it again to QuickBooks Online. Let me walk you through how.

Create a back up copy of your file first. Go to File, Back Up Company, then Create Local Backup.
Make sure to log in as the QuickBooks admin. Then, go back to File, then Utilities, and then Condense Data.
Select Yes when prompted. Select a Date, then Next and choose a method to summarize transactions.
Hit Next, then Begin Condense.

Please refer to this article for the detailed steps: Condense your QuickBooks Desktop file for import to QuickBooks Online.

After you've successfully condensed the file, you can go back to converting your QuickBooks Data to Online again. Here's an article that will guide through the step-by-step process: Move your QuickBooks Desktop file to QuickBooks Online.

I'll also be sharing with you these handy articles for additional reference:

Should you have other questions or concerns about conversion, please reach out to me anytime. I'd be sure to reply as soon as I can. Thanks for dropping by and have a good one.

Fiat Lux - ASIA · ‎April 06, 2020

@jholzherr

You have to condense it as mentioned by ShiellaGraceA prior to migrate to QBO. Make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you will pay the regular price.

https://quickbooks.grsm.io/UK

If you are sill unable to migrate it. consider purchasing a 3rd party condense service to compress your data file smaller.

AlecA · ‎November 13, 2020

There is no condense function in the UK version of Desktop

Fiat Lux - ASIA · ‎November 13, 2020

@AlecA

You may have 2 options:

1. Utilize a migration tool. i.e TPExporter for Desktop, TPImporter for Online

https://transactionpro.grsm.io/qbo

2. Purchase a 3rd party conversion service.

Check our profile name and send your business email address in a private message to us.

almeidad · ‎November 13, 2020

There are 3 party service providers who can do a condense service on UK file for export to QBO. Let me know if you need a recommendation.

Scott180 · ‎October 29, 2021

who do you recommend ?

Fiat Lux - ASIA · ‎October 29, 2021

@Scott180

We have replied your email.

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Moving from Desktop to online - file size too big, how to compress or reduce