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PM111
Level 1

Updating to QB 22

Our company has not update QB since the 2018 version, and we don't want to run into complications with updating to QB 22.   We use a separate shop system for our company and sync between that and QB for accounting purposes.  Many years ago when we updated QB and synced the systems it duplicated EVERYTHING in AP/AR, and we had to start over from scratch, so that is why we are hesitant on updating.

 

We are running Enterprise: 2018 Manufacturing and Wholesale

We have a 1.2GB datafile for our company that is on a Windows Server 2012 R2 for multi-user access.

 

The data file is now starting to slow, we assume due to its size. 

We intend to upgrade to version 2022.

 

How long does it take to upgrade?

Should we condense the Quickbooks file?

If yes, should we do this before upgrading to version 2022? 

Does it matter?

3 Comments 3
AileneA
Moderator

Updating to QB 22

Hello, PM111. 

 

Thank you for reaching out to the Community. Upgrading your QuickBooks may depend on the speed of your internet. You need to ensure your internet speed is stable so you won't experience any interruption while updating your QuickBooks.  

 

Also, when condensing files in QuickBooks Desktop (QBDT), the program creates two process. It creates a permanent copy of the QuickBooks data file (archived copy of file) and makes the data file smaller by summarizing the old closed or detailed transactions.


Here’s what QuickBooks typically does during the process:

 

  • Saves an archive copy of your company files.
  • Removes old closed transactions.
  • Summarizes old, closed transactions. Condensing typically creates summary monthly journal entries for the old, closed transactions and places these summary transactions in the current, working version of the QuickBooks data file.
  • Clears the audit trail. If you clean up a company file and indicate that the company file should be condensed, QuickBooks clears the audit trail before the “removed closed transactions on or before” date.
     

In other words, for the period of time in which QuickBooks removes old, closed transactions, it also removes the audit trail of those transactions.

The condense file process typically means creating a copy of the QuickBooks data file that you save and put away someplace and then creating a scaled-down version of the working company file. The command that you use to condense the QuickBooks company file, however, also allows you to create almost-empty company files.

In addition, it would be best to back up your QBDT company file before performing these actions. This way, we can make sure that you can restore your data file in case you run into trouble. 

 

Learn more about its effect at this guide: Use the Condense Data utility.

 

Please let me know if you have further questions or concerns. I'll be around to lend a helping hand. You can always count on us here in the Community to get you back to business. Take care! 

PM111
Level 1

Updating to QB 22

I realize that all companies are different, and everyone uses QB for different things.  Are you able to tell me if this file size is on the high end, or if it is at a size where condensing really doesn't make sense

Fiat Lux - ASIA
Level 15

Updating to QB 22

@PM111 

We help clients running a file with 3-4 GB size without any performance issue on QBD Enterprise. QuickBooks data files larger than 500MB need to be optimized every 6-12 months to ensure they run at top performance. There is no internal functionality in QuickBooks to optimize the data file other than running a condense. Our optimize service will copy all data into a new company file, remove unwanted temporary data, and audit trail data to bring down file size by 25-40%. This will improve the performance and stability of the data file.

 

 

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