Still Cannot Create a Period Copy In QB Enterprise 18.0 or 20.0

BigBillFL · ‎January 06, 2020

To reiterate:

I was finally able to condense all of the transactions prior to 1-1-17. The file size was reduced from approximately 550000KBs to approximately 200000KBs.

I would now like to remove or condense the transactions after 12-31-17. When I attempted to create the period copy for the period beginning 1-1-17 and ended 12-31-17 the program gets through the condensing process. It then seems to hang for a few minutes. Then I get an error that states the process could not be completed and my file will be restored to its original state. Then the program emits an error that states QB must restart. I click OK and it restarts. I then try to close the company file by clicking on close company in the file menu. The program then tells me it must shut down and asks if I want to forward the error to Intuit.

Am I missing something that would allow me to create a period copy after removing the transactions as described above.

Is there a way to manually remove the transactions after 12-31-17 without altering the 12-31-17 data? I tried to remove the transactions that were entered after 12-31-17 using the batch delete/void transaction tool. When I remove the transactions, the 12-31-17 trial balance was changed dramatically.

I am stumped. I called Intuit support. They were unable to help. I have tried all of the solutions I could find in the support section and here. So reiterating those solutions will not help.

Also know that the company does not have any inventory.

It seems weird that I could finally get the file to condense, but I cannot create a period copy with the same file.

QBs It department created a period copy. This was good of them, except their period copy bears no resemblance to the original data. The working trial balance isn't close to the working trial balance that was reported before the data was condensed. I believe QB support is useless. And QB support has done nothing to disabuse me of this belief.

Prior to QBs IT department creation, I was told by a support person that I could not create a period copy. That the program did not allow this. OK, so why is the option available in the utilities section of the file menu?

Can anyone help? I mean real help, not the junk I have been getting.

Thank you.

MikiD · ‎January 06, 2020

Its sad to hear your recent experience with the support team, BigBillFL.

There's a possibility that the company file is damaged. To fox this, I'd recommend running the QuickBooks File Doctor. This tool is designed to recover your damaged company files and help solve some of your network issues.Please refer to this article for steps of how to download the tool: Fix company file.

In the tool hub, select the Company File Issues tab.
Choose Run QuickBooks File Doctor. This may take up to one minute for the file doctor to open.
In QuickBooks File Doctor, select your company file from the drop-down menu. If you don’t see your file, select Browse and search to find your file.
Select Check your file (middle option only) and then Continue.
Enter your QuickBooks admin password and then select Next.

Try creating the backup again once it finish scanning.

Let me know in the comments below if you continue to experience the issue so we can try other troubleshooting.

BigBillFL · ‎January 06, 2020

I run the file doctor countless times. I've run the rebuild tool numerous times as well. Both report no errors.

This is an ongoing problem. I am about to try a third party app or to construct a journal entry that will correct the trial balance.

I really need to remove the 2018 and 2019 calendar years. Removing the years prior to 1-1-17 was difficult, but I finally got that part of it done.

It looks like whoever performed the condensing at QB IT did not check the file to determine if the file retained the same information as before condensing. They should have printed a working trial balance and compared the old WTB to the one reported after condensing.

I thank you for your reply.

Jen_D · ‎January 06, 2020

It's great to have you here, @BigBillFL,

Having to go through multiple troubleshooting steps can be time consuming when you have more important things to do.

To get the previous Trial Balance data, you may open the old backup copy of the company file before it was condensed. If you can't find one, do a general search on your computer by finding the .QBB extension.

You can also seek help from an IT professional or reach out back to us for additional help. Our representatives can check your file and help generate the report you need to ensure the balances are correct.

Here's how to get a support specialist:

Go to your QuickBooks Home page, then click the Help menu at the top.
Choose QuickBooks Desktop Help from the drop-down.
Hit the Contact us icon.

I want to make sure you're taken care of, let me know how the interaction goes. I'll be here if you need further help and glad to provide additional guidance. Have a wonderful day!

BigBillFL · ‎January 08, 2020

It would have been easier and less time consuming to consult an IT professional. Silly me, thinking that QB support could actually offer support.

I ended up creating a journal entry to correct the balances QB support screwed up. Not ideal, and will probably engender more questions than answers by the users of the condensed file, but it was a work around that actually worked.

I appreciate all of the QB team members who provided so many non-answers, both on this forum and especially on the phone and while on my computer.

Intiut Provides Crummy Suport · ‎May 12, 2020

I too, haven't had much luck with Intuit support over the course of my 15 year career. I wouldn't expect that to change... EVER...

neal1079 · ‎November 16, 2020

Intuit support for quickbooks is absolute trash!!!! They had made changes to my company file and all of my accounts were completely unbalanced. They made this mistake because I told them to run reports prior to making any adjustments and also asked them to perform a backup. They of course forgot the backup, thankfully I had a backup from last night. They then proceeded to say that an error has occurred and is unrecoverable. Of course it was an issue they caused, and asked if i needed 3rd party support that I would have to pay out of pocket for their stupidity. I was able to restore and fix the issues I had by myself, QB support is a waste of money and they have trash representatives supporting their clients. Honestly get rid of quickbooks and move to another accounting software that works.

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Still Cannot Create a Period Copy In QB Enterprise 18.0 or 20.0