![]() When it reaches ten years of data, or reaches the 100,000 “targets,” whichever comes first.When your active QuickBooks Enterprise file gets close to 1 gigabyte (Intuit notes, the maximum should be 1.5 gigabytes).Find a QuickBooks ProAdvisor here.Īlthough there are no theoretical limits on file sizes, it’s best to start planning for a new company file in the following situations: Always consult a QuickBooks Certified ProAdvisor before proceeding on your own. ![]() ![]() We offer other QuickBooks File Services to manage this situation. No Intuit service will copy and paste certain transactional data sets from an old book to a new one in the same QuickBooks desktop product line.Īlthough handy, the condensed file size and the “Clean Up Company Data” features have limitations, and some have reported that they may cause other problems. Since the QuickBooks Canadian edition does not have the feature to condense file size or “Clean Up Company Data,” the only option was to create a new company file and transfer a year’s worth of data to the new books. We batch-loaded one month at a time to validate account balances and reconciliations. If you want to know more contact me at 88.GoodReports created a new company file and transferred thousands of transactions, comprising one year of data. 95% reduction.įor companies with very large QB data files this is an excellent alternative to making the step to upgrade to a larger accounting package which will naturally have a big ticket price tag. The end result was that the two files Balance Sheets matched to the penny and the file size was reduced from 1.5GB to 70MB. After the 4 passes were complete we had a few exceptions to correct. These passes take some time since we were dealing with a large source file with MANY transactions. Invoices must be in before Receive Payments, etc. This is done in 4 “Passes” because transaction sequencing is important. The Data Transfer Utility then allows you to transfer actual transaction activity for a specific date range from the source QB file to the new QB file. I took a couple of attempts because of data issues which were quickly fixed. The Beginning Balance Transfer Utility summarizes the Balance Sheet balances as of a specific date. This would give me the experience to confidently add this as a service offering to my business.Īfter purchasing and testing the two utility tools I went onsite two days ago to perform the work on the clients QBES file. In particular the two tools are the Beginning Balance Transfer Utility and the Data Transfer Utility.Īfter meeting with the client to discuss their situation we agreed that I would attempt to reduce their file size by using these two tools and charge a very reasonable flat fee for the effort. These tools allow you to create a much smaller file by summarizing past history and importing only relevant recent transactions. However, there are tools available from a QuickBooks developer in Texas named Q2Q. It’s pretty well known that the QuickBooks Clean Up Data utility does very little in the way of reducing the size of a QB Company file. ![]() Last month I received yet another call from a QB Enterprise client with the same issues so I decided to take action. The problems are usually slow performance, long running reports, QB freezing or crashing, and other similar issues. In the past few months I have had more than a few calls from QB customers or clients of my partners who have started experiencing severe problems associated with large QB Company files.
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