how do i archive old data in quicken 2017 for mac

How Do I Old Data In Quicken 2017 Archive And Condense

When youre cleaning up and archiving your system, you will need to condense files.

To condense the QuickBooks company file, follow these steps.

This option tells QuickBooks that you want to do two things: create an archival copy of the QuickBooks data file, and skinny down the working company file so that it isnt so big.

QuickBooks reduces the size of the working version of the company data file by removing old, closed transactions if you choose in Step 3 to remove transactions.

To specify the date before which closed transactions should be removed, enter the date in the date box.

If you want to condense the file by removing transactions on or before December 31, 2012, for example, enter 112013 in the date box.

You can easily work with a QuickBooks company file thats 25MB, 50MB, or even 100MB (megabytes).

By the way, you might use the All Transactions option to build a nearly empty file you could reuse (such as for training).

If you will summarize historical transactions, QuickBooks uses a second Condense Data dialog box to ask how it would summarize historical data: with a single summary journal entry, with monthly summary journal entries, or no summary at all.

If your QuickBooks file includes inventory transactions, QuickBooks recommends that you remove old inventory transactions.

When QuickBooks displays the third Condense Data dialog box, you can tell QuickBooks to do just this by selecting the Summarize Inventory Transactions option button.

If you dont want to remove old transactions, select the Keep Inventory Transactions Details button.).

You select check boxes to indicate whether transactions before the removal date should be removed even if theyre uncleared, marked To Be Printed, flagged as To Be Sent, and so on.

Use the fifth Condense Data dialog box to tell QuickBooks that in addition to removing old closed transactions, it should clean up some of the lists.

You can select check boxes on the Condense Data dialog box that tell QuickBooks to remove unused accounts, unused customers, unused vendors, and so forth.

How Do I Old Data In Quicken 2017 Archive And Condense

After you describe how you want QuickBooks to archive and condense the company file, QuickBooks displays the sixth Condense Data dialog box.

The dialog box tells you that the archival process begins with QuickBooks making a copy of the data file and that the condensation operation may take several minutes or even several hours to complete.

At the very beginning of the condense process, QuickBooks prompts you to back up the QuickBooks company file.

Backing up the QuickBooks company file as part of a condense operation works the same as backing up the QuickBooks company file at any other time.

The cleanup process may take only a few minutes, or it may take several hours if your file is very large.

He belongs to the American Institute of CPAs and is the author of more than 100 books, including all editions of QuickBooks For Dummies and Quicken For Dummies.

How Do I Archive Old Data In Quicken 2017 For Mac