When a QuickBooks company file has had many transactions over a long period of time, the space taken up by the QuickBooks software increases. This can cause extreme slowdowns of the QuickBooks operating process. The solution to this is to archive the previous years of your company files. In older versions of QuickBooks, this process was called 'archiving'; in the newer versions, it is called 'clean up company data.' This process condenses the prior year's company files by removing the details of each closed transaction, leaving only the totals.
- Import File Into Quickbooks Online
- Upload File To Quickbooks Online
- Quickbooks Online Download Free
- Transferring Quickbooks Online To Desktop
Create and Save a Backup
Upon receiving the email notification that the company data is ready for download, login to QuickBooks Online Plus again and click the task under “Messages and Tasks” called 'Download the company file created on' the given date.
Step 1
Step 2
Click on the 'File' button in the top menu bar, then select 'Save Copy or Backup.' You will be asked where you'd like to save this backup; choose the flash drive or CD-ROM.
Mar 27, 2013 - How to Convert from QuickBooks Online to QuickBooks Desktop Editions. To begin, you'll need to hover over the Company tab, then choose “Export Data” from. Now we just download and choose where to save the data. You'll be asked where you want to save your new QBW file and what to name it. Jul 10, 2016 - Most QuickBooks Online company files are simple files that only have one or two apps. QBO proceeds to prepare your data for download.
Break ke baad songs download. Click in the 'Name of File' box and type 'Archived' before the extension. Click 'OK,' and the file will be backed up onto the flash drive or CD-ROM.
Archive the File
Step 1
Click 'File' on the top menu bar and select the 'Utilities' option. When the next window opens, click 'Clean Up Company Data.'
Import File Into Quickbooks Online
![Quickbooks Online Download Company File Quickbooks Online Download Company File](/uploads/1/2/6/6/126638110/773531520.png)
Step 2
Upload File To Quickbooks Online
Select 'Remove Transactions as of a Specific Date.' The date you choose will be the closing date; all transactions prior to that date will be condensed and the details of those transactions will removed.
Step 3
Click 'Next' to open the next window, where you will choose additional criteria for removing transactions. There are four options: remove uncleared bank and credit card transactions; remove transactions marked to be printed; remove invoices and estimates marked to be sent; remove transactions containing unbilled or unreimbursed costs. Click 'Next.'
Step 4
Choose to delete items that have no transactions in the next window that opens. These items include accounts, customers, vendors, other names, invoice items and 'To Do' notes.
Click 'Begin Cleanup.' Save the cleaned-up file to the desktop or external hard drive to keep working in QuickBooks.
Tip
- Accountants typically archive QuickBooks data after the fiscal year has ended. If you have a number of transactions that have not closed out, you may want to consider archiving transactions starting two years prior.
Warning
- Keep the backup file in a safe location in case you need to return to a specific transaction for details on a closed transaction.
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