How to condense and remove old data

You can check the following reference

https://quickbooks.intuit.com/learn-support/en-us/help-article/data-utilities/use-condense-data-util...

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:

• Large data file
• Nearing a list limit
• Upgraded hardware
• Approval from an accountant and technical support

If you wish to continue, follow the steps below:

1. Go to the File menu.
2. Tap Utilities.
3. Click Condense Data.
4. Select the Remove the transactions you select from your company file radio button and click Next.
5. Choose Transactions outside of a date range radio button and enter the date.
   
   
6. Hit Next.
7. Continue the prompts on how you wish to condense and remove your data.
8. Pick Begin Condense.

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?

@vinangelo 

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.