How can I condense a customer file and delete the old data. I am going to create a backup before I attempt anything. The file I am working on is from 2023 to 2007. I need to remove all the data from 2018 to 2007.
What is the bet way to accomplish this process?
You can check the following reference
If you encounter any errors during the process, you'll need to purchase a third-party condense service or create a new company file from scratch.
Hello there, Oly26. I can help you condense data in QuickBooks Desktop (QBDT).
The Condense Data utility streamlines your company data file and can improve QuickBooks performance if you're experiencing issues. Please take note that we can't reverse when condensing the file.
Valid reasons to condense include:
If you wish to continue, follow the steps below:
For additional reference, refer to this link: Use the Condense Data utility.
After that, do you need help closing the current accounting period and reconciling your books? Check out this article for guidance: Reconcile an account.
Let me know if you want to learn more about managing your data in QuickBooks. I'm always here to help. Take care.
The condense function is missing in Enterprise 2023. How do I purge old data?
The condense feature is not available in QB Desktop Canadian version. You can purchase a 3rd party condense service.
Hi, @vinangelo.
I noticed that you've asked a question similar to one I've already answered before. No worries though, I'm here to help. You can check out my previous response on the same topic: Re: The condense function is missing in Enterprise 2023. How do I purge old data? (intuit.com)
Please let us know if you need further assistance with QuickBooks-related concerns. We'll do our best to assist you. Take care.
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