{"id":616,"date":"2019-03-12T07:28:15","date_gmt":"2019-03-12T07:28:15","guid":{"rendered":"http:\/\/www.quickbooksupport.net\/blog\/?p=616"},"modified":"2020-01-23T07:25:31","modified_gmt":"2020-01-23T07:25:31","slug":"know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support","status":"publish","type":"post","link":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/","title":{"rendered":"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support"},"content":{"rendered":"<p>This article will help you understand how you can condense your QuickBooks desktop file for import to QuickBooks online. While importing from QuickBooks desktop to QuickBooks online you may sometimes encounter an error \u201cyour file is too big to export\u201d, in that case, you would require compressing the file to an appropriate size.<\/p>\n<p style=\"text-align: justify;\"><strong>The Points you must know about condensing and importing the file<\/strong><\/p>\n<p style=\"text-align: justify;\">\u2022 It is the targets that matter, not the File size (MB) while importing to QuickBooks Online.<\/p>\n<p style=\"text-align: justify;\">\u2022 While Converting your company file from a desktop version to online version user needs to make sure that their desktop file must be lesser than 350k targets.<\/p>\n<p style=\"text-align: justify;\">\u2022 While condensing a file:<\/p>\n<p style=\"text-align: justify;\">\u2022 In QuickBooks 2019: all data and details remain the same and the overall size of the file gets reduced.<\/p>\n<p style=\"text-align: justify;\">\u2022 QuickBooks 2018 and earlier: all the data doesn\u2019t remain the same, Journal Entries are the result of some archived transactions.<\/p>\n<p style=\"text-align: justify;\">\u2022 Targets are also generated through Journal Entries.<\/p>\n<p style=\"text-align: justify;\">\u2022 Condensing a file may result in report mismatch.<\/p>\n<p style=\"text-align: justify;\">\u2022 An archived copy of company file is created automatically by QuickBooks in the original folder where the company file is saved and is shown in the format&#8221;[Company File Name] Copy MM\/DD\/YY.&#8221;<\/p>\n<p style=\"text-align: justify;\">\u2022 A backup or archive copy can be used to restore the company file.<\/p>\n<p style=\"text-align: justify;\">\u2022 Ensure that you keep the copy on a local drive to keep it safe.<\/p>\n<p style=\"text-align: justify;\">\u2022 Condense data utility can also be used to improve the performance of the software.<\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.quickbooksupport.net\/about.html\"><strong>Call QuickBooks Support<\/strong><\/a> to get assistance with condense data utility.<\/p>\n<p style=\"text-align: justify;\"><strong>How to check targets in a QuickBooks company file?<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>You can check the targets by accessing the product information window of your QuickBooks desktop.<\/strong><\/p>\n<p style=\"text-align: justify;\">1. Open QuickBooks and go to the Product Information:<\/p>\n<p style=\"text-align: justify;\">\u2022 For Windows: hold F2 on your keyboard.<\/p>\n<p style=\"text-align: justify;\">\u2022 For Mac: hold CMD (?) +1 on your keyboard.<\/p>\n<p style=\"text-align: justify;\">2. Check the Total Targets.<\/p>\n<p style=\"text-align: justify;\"><strong>How to Condense QuickBooks Desktop data for import to QuickBooks online?<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>Steps to import for QuickBooks Pro\/Premier 2012 or Enterprise 12.0 and later<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> Open QuickBooks and from the File menu, go to Utilities &gt; Condense Data.<\/p>\n<p style=\"text-align: justify;\"><strong>2.<\/strong> A message displaying \u2018Budget data may be moved during cleanup. Do you want to continue anyway?\u2019 will appear, click on yes.<\/p>\n<p style=\"text-align: justify;\"><strong>3.<\/strong> Select Transactions before a specific date In the Condense Data window.<\/p>\n<p style=\"text-align: justify;\"><strong>4.<\/strong> Select a date from the date field. The closed transactions on or before the date you choose will be removed automatically.<\/p>\n<p style=\"text-align: justify;\"><strong>Note:<\/strong> it is recommended to make the date the last day of the month, for inventory tracking as this will maintain the average cost of the items.<\/p>\n<p style=\"text-align: justify;\"><strong>5.<\/strong> Click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>6.<\/strong> You can choose any of the methods to summarize the transactions you&#8217;re removing and click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>7.<\/strong> Choose any of the dialog boxes (optional) and click on next.<\/p>\n<p style=\"text-align: justify;\"><strong>8.<\/strong> Click on Begin Condense to start condensing the file.<\/p>\n<p style=\"text-align: justify;\"><strong>For QuickBooks Pro\/Premier 2006 to 2011 or Enterprise Solutions 6.0 to 11.0<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> Open QuickBooks and from the File menu, go to Utilities &gt; Clean up Company Data.<\/p>\n<p style=\"text-align: justify;\"><strong>2.<\/strong> A message displaying &#8220;Budget data may be moved during cleanup. Do you want to continue anyway?&#8221; will appear, click on yes.<\/p>\n<p style=\"text-align: justify;\"><strong>3.<\/strong> Click on Remove Transactions from a certain date.<\/p>\n<p style=\"text-align: justify;\"><strong>4.<\/strong> Choose a date in the date field. The closed transactions on or before the date you choose will be removed automatically by QuickBooks.<\/p>\n<p style=\"text-align: justify;\"><strong>5.<\/strong> Click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>6.<\/strong> Under the Select Additional Criteria for Removing Transactions, select any of the appropriate dialog boxes and click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>7.<\/strong> If you want, you may also select any Unused List Items to Remove and then click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>8.<\/strong> Click on Begin Cleanup.<\/p>\n<p style=\"text-align: justify;\"><strong>9.<\/strong> You will be asked for backup before cleaning up the data file, click on ok. This will generate a backup of the file before cleaning.<\/p>\n<p style=\"text-align: justify;\"><strong>For Mac users<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> Close all the running windows or you may also reopen your QuickBooks.<\/p>\n<p style=\"text-align: justify;\"><strong>2.<\/strong> From the File menu go to Utilities &gt; Condense Data.<\/p>\n<p style=\"text-align: justify;\"><strong>NOTE:<\/strong> it is recommended to make the date the last day of the month, for inventory tracking as this will maintain the average cost of the items.<\/p>\n<p style=\"text-align: justify;\"><strong>3. <\/strong>Click on ok. You will be asked for backup before cleaning up the data file.<\/p>\n<p style=\"text-align: justify;\"><strong>4.<\/strong> A backup of the file will be created which ensures the record of the details of the removed transactions.<\/p>\n<p style=\"text-align: justify;\">Condensing completed? Once your file is successfully condensed and the targets are less than 350, 000 you can proceed to import your file from QuickBooks Desktop to QuickBooks Online.<\/p>\n<p style=\"text-align: justify;\">If you encounter any issue after importing the condensed file, refer to the solutions given below or contact <strong>QuickBooks support<\/strong>.<\/p>\n<p style=\"text-align: justify;\"><strong>Follow the steps to create a portable company file<\/strong><\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> Choose Create Copy from the file menu.<\/p>\n<p style=\"text-align: justify;\"><strong>2.<\/strong> Choose a Portable Company File and click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>3.<\/strong> You can save the file anywhere on the desktop.<\/p>\n<p style=\"text-align: justify;\">\u2022 For safety purposes, it is recommended to save the file to a CD, USB flash drive, or other removable storage devices.<\/p>\n<p style=\"text-align: justify;\">\u2022 The file will be saved with the extension .qbm.<\/p>\n<p style=\"text-align: justify;\">\u2022 Keeping a file on a local drive will protect it from data corruption or data loss in case, the system becomes compromised.<\/p>\n<p style=\"text-align: justify;\"><strong>4.<\/strong> Click OK when prompted to close the company file.<\/p>\n<p style=\"text-align: justify;\"><strong>Important:<\/strong> don\u2019t click cancel as this will not allow QuickBooks to create a portable file.<\/p>\n<p style=\"text-align: justify;\"><strong>Follow the steps to restore the portable company file<\/strong><\/p>\n<p style=\"text-align: justify;\">Once a portable company file is created you would be required to restore the file on the destination computer. Your company file will be re-build once the file is decompressed by QuickBooks. The process could take some time, or you can also consult QuickBooks support for more guidance.<\/p>\n<p style=\"text-align: justify;\"><strong>1.<\/strong> From the file menu, click on Open or Restore Company.<\/p>\n<p style=\"text-align: justify;\"><strong>2.<\/strong> Choose to restore a portable file and click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>3.<\/strong> Browse the location where the portable file is saved.<\/p>\n<p style=\"text-align: justify;\"><strong>4.<\/strong> Choose the file and click on Open.<\/p>\n<p style=\"text-align: justify;\"><strong>5.<\/strong> Click on Next.<\/p>\n<p style=\"text-align: justify;\"><strong>6.<\/strong> A save window will appear on the screen.<\/p>\n<p style=\"text-align: justify;\"><strong>7.<\/strong> Rename the company file with a new name to prevent overwriting.<\/p>\n<p style=\"text-align: justify;\"><strong>8.<\/strong> Once you rename the file, click on save. The portable file will be converted to a regular company file with the extension .qbw.<\/p>\n<p style=\"text-align: justify;\"><strong>9.<\/strong> You can create the backup of the new company file. Follow the prompts on the screen to create the backup.<\/p>\n<p style=\"text-align: justify;\">You can check the size of the file of the product information window and perform the condensing process if targets are more than 350,000.<\/p>\n<p style=\"text-align: justify;\">If you face any trouble while performing the process, contact <a href=\"https:\/\/www.quickbooksupport.net\/\"><strong>QuickBooks Support Phone Number<\/strong><\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This article will help you understand how you can condense your QuickBooks desktop file for import to QuickBooks online. While importing from QuickBooks desktop to QuickBooks online you may sometimes encounter an error \u201cyour file is too big to export\u201d, in that case, you would require compressing the file to an appropriate size. The Points [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16],"tags":[10,26,61,42,40,18,13,53,11],"class_list":["post-616","post","type-post","status-publish","format-standard","hentry","category-quickbooks-support-2","tag-quickbooks-enterprise-support","tag-quickbooks-error-support","tag-quickbooks-online-support","tag-quickbooks-phone-number","tag-quickbooks-point-of-sale-support","tag-quickbooks-support","tag-quickbooks-support-number","tag-quickbooks-tech-support","tag-quickbooks-technical-support-number"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support\" \/>\n<meta property=\"og:description\" content=\"This article will help you understand how you can condense your QuickBooks desktop file for import to QuickBooks online. While importing from QuickBooks desktop to QuickBooks online you may sometimes encounter an error \u201cyour file is too big to export\u201d, in that case, you would require compressing the file to an appropriate size. The Points [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/\" \/>\n<meta property=\"og:site_name\" content=\"Call Quickbooks Support\" \/>\n<meta property=\"article:published_time\" content=\"2019-03-12T07:28:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-23T07:25:31+00:00\" \/>\n<meta name=\"author\" content=\"admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/\",\"url\":\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/\",\"name\":\"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support\",\"isPartOf\":{\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/#website\"},\"datePublished\":\"2019-03-12T07:28:15+00:00\",\"dateModified\":\"2020-01-23T07:25:31+00:00\",\"author\":{\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/#\/schema\/person\/a97a7a0118de9977e357ce39be1e2ea7\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.quickbooksupport.net\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/#website\",\"url\":\"https:\/\/www.quickbooksupport.net\/blog\/\",\"name\":\"Call Quickbooks Support\",\"description\":\"Quickbook Support by Certified Technicians\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.quickbooksupport.net\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.quickbooksupport.net\/blog\/#\/schema\/person\/a97a7a0118de9977e357ce39be1e2ea7\",\"name\":\"admin\",\"url\":\"https:\/\/www.quickbooksupport.net\/blog\/author\/admin\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/","og_locale":"en_US","og_type":"article","og_title":"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support","og_description":"This article will help you understand how you can condense your QuickBooks desktop file for import to QuickBooks online. While importing from QuickBooks desktop to QuickBooks online you may sometimes encounter an error \u201cyour file is too big to export\u201d, in that case, you would require compressing the file to an appropriate size. The Points [&hellip;]","og_url":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/","og_site_name":"Call Quickbooks Support","article_published_time":"2019-03-12T07:28:15+00:00","article_modified_time":"2020-01-23T07:25:31+00:00","author":"admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"admin","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/","url":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/","name":"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support - Call Quickbooks Support","isPartOf":{"@id":"https:\/\/www.quickbooksupport.net\/blog\/#website"},"datePublished":"2019-03-12T07:28:15+00:00","dateModified":"2020-01-23T07:25:31+00:00","author":{"@id":"https:\/\/www.quickbooksupport.net\/blog\/#\/schema\/person\/a97a7a0118de9977e357ce39be1e2ea7"},"breadcrumb":{"@id":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.quickbooksupport.net\/blog\/2019\/03\/12\/know-how-to-condense-your-quickbooks-desktop-file-with-the-help-of-quickbooks-support\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.quickbooksupport.net\/blog\/"},{"@type":"ListItem","position":2,"name":"Know How To Condense Your Quickbooks Desktop File With The Help Of QuickBooks Support"}]},{"@type":"WebSite","@id":"https:\/\/www.quickbooksupport.net\/blog\/#website","url":"https:\/\/www.quickbooksupport.net\/blog\/","name":"Call Quickbooks Support","description":"Quickbook Support by Certified Technicians","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.quickbooksupport.net\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.quickbooksupport.net\/blog\/#\/schema\/person\/a97a7a0118de9977e357ce39be1e2ea7","name":"admin","url":"https:\/\/www.quickbooksupport.net\/blog\/author\/admin\/"}]}},"_links":{"self":[{"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/posts\/616","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/comments?post=616"}],"version-history":[{"count":0,"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/posts\/616\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/media?parent=616"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/categories?post=616"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.quickbooksupport.net\/blog\/wp-json\/wp\/v2\/tags?post=616"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}