demobrains.blogg.se - Memorize transactions in quicken 2016 for mac

MEMORIZE TRANSACTIONS IN QUICKEN 2016 FOR MAC ARCHIVE
MEMORIZE TRANSACTIONS IN QUICKEN 2016 FOR MAC SOFTWARE

Remove “Transactions before a specific date” – Choose the first day of the year for the data being kept (For example: if keeping (5) calendar years – then choose ).Option 2: Remove the transactions you select from your company file – Condense Data.This option is not typically recommended due to the minimal space gain and the extensive history loss.The transactions will remain intact, but existing transactions will no longer have edit history for later review. NOTE: This option does not allow for date options.Option 1: Keep all transactions, but remove Audit Trail Information to date – this option does just what it describes – and identifies how the choice will affect file size.With all other windows closed – go to File / Utilities / Condense Data.Ī window will pop up with options to “Condense your company file.” Sign into QuickBooks Desktop as Administrator. This will be the “go-to” for review of any detailed pre-condense date information.Name it whatever you like, and add “Archived” at the beginning so the file can be easily identified.

MEMORIZE TRANSACTIONS IN QUICKEN 2016 FOR MAC ARCHIVE

If they cannot be cleaned up before the files are condensed – the archive date selected should be older than the outstanding items.Ĭreate a Local Backup to an external (USB) drive.

Look at outstanding/uncleared checks and deposits that may be hanging around.

The instructions are based on QuickBooks Desktop 2019 – however, versions 2016 – 2018 should be able to follow them as well. Following is a step-by-step guide to condensing QuickBooks files. (This exclusion is global – not by vendor/customer/account basis.)īefore running the condense process, the files should be reviewed and adjustments made where necessary.

There is an option to have the entries posted by year or by month – and some transaction types are available for exclusion. The QuickBooks definition of “condensing” the data includes taking all transactions for a particular client or vendor and summarizing it into a single journal entry. Before switching systems, consider condensing the data first – then see if further action is still desired.

MEMORIZE TRANSACTIONS IN QUICKEN 2016 FOR MAC SOFTWARE

This data accumulation can cause the software to run slowly and make users wonder if they should convert to a different program. After many years of using QuickBooks Desktop software, there can be several million data pieces in the database.