Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.Select Remove Transactions from a certain date.Select Yes below the message ' Budget data may be moved during cleanup.From the QuickBooks File menu, select Utilities and then Clean Up Company Data.QuickBooks Pro/Premier 2006 to 2011 or Enterprise Solutions 6.0 to 11.0

(Optional) Select any of the checkboxes for the dialog boxes that follow then select Next.

If you're not sure, select Help me choose.

Select a method to summarize the transactions you're removing then Next.

That way, your average cost for items will remain correct. Note: If you track inventory, it’s best to make the date the last day of the month.

In the Condense Data window, select Transactions before a specific date.

Select Yes to the message Budget data may be moved during cleanup.

From the QuickBooks File menu, select Utilities and then Condense Data.

Mac: Press CMD (?) +1 on your keyboard.Ĭondense your QuickBooks Desktop data for a QuickBooks Online Import QuickBooks Pro/Premier 2012 or Enterprise 12.0 and later.

Open your QuickBooks Desktop company file and access Product Information:.

See Use the Condense Data utility for more information.Ĭheck targets in a QuickBooks company file

If you’re having performance issues, the Condense Data Utility should be your last option to try to improve performance.

Make sure to store either file in a safe place.

You can easily restore your original company file from either the backup or archive copy.

QuickBooks automatically creates an archived copy of your company file in the original folder your file is saved in and names it ' Copy MM/DD/YY.'.

Reports may not match after condensing a file.

Journal Entries generate targets as well.

QuickBooks 2018 and earlier: Some transactions are archived and turned into Journal Entries.

QuickBooks 2019: The overall file size is reduced and you get to keep all your data and details.

To convert your Desktop data to QuickBooks Online, the Desktop file must be less than 350,000 targets.

File size (MB) does not matter when importing to QuickBooks Online.

Reminders about condensing and importing the file You can also refer to this if you're removing unused (inactive) list entries in your Desktop data before converting it to QuickBooks Online. Use this article if you encounter the following message when attempting to import your QuickBooks Desktop data to QuickBooks Online.

Quickbooks pro support