Quickbooks archive file

Here's the steps on how you can do it in QuickBooks: Click File. Follow the onscreen instructions, and click Create Company. I hope this helps. If not, feel free to let me know. Level 7. You will need the check transfer utility as well. Here is a link on how to create a new company from Q2Q. Level 2. How to archive prior years that I don't need to access anymore SophiaAnnL The link you provided on how to condense data file does not work.

We would like to dump old files on our QB Pro desktop version. Thank you. How to archive prior years that I don't need to access anymore Let me officially welcome you here in the Community, nutriwestmidatl!

Go to File. Select Utilities. Choose Condense Data. Click OK. Once completed, I'm confident you be able to condense the data of your company file. How to archive prior years that I don't need to access anymore The link for the QBD article does not work. How to archive prior years that I don't need to access anymore Hi akbeachly , May I know which article are you referring to? How to archive prior years that I don't need to access anymore Is there any possibility QB will incorporate an Archive option?

How to archive prior years that I don't need to access anymore Thank you for being such a loyal customer, Cyn-AR. Here's how to create a portable file: Go to the File menu, and then select Create Copy. In the Save a Copy or Backup window, select Portable company file. Choose the location where you want to save your portable copy. Click Save , and then OK. Select Restore a portable file , and then select Next.

Click where you stored your backup copy. Then, Next. Choose the location of your copy. Click Save. I'm always around if there's anything else that I can help you with.

How to archive prior years that I don't need to access anymore I think one reason clients want to be able to archive older data is for searching and editing information. So another option would be to provide an option to 'hide' or 'limit to ' in searches. How to archive prior years that I don't need to access anymore Thank you for posting here in the Community, Tg5.

I can share additional information about the data in QuickBooks Desktop. I've also included some articles in case you need some ideas about creating a backup, as well as modifying reports to acquire the data you need: Back up your QuickBooks Desktop company file. How to archive prior years that I don't need to access anymore The link to this article doesn't work, it has undoubtedly been moved. How to archive prior years that I don't need to access anymore Can you provide a new link to this article?

I think it has been moved or something. Thanks, Keith. QuickBooks Team. How to archive prior years that I don't need to access anymore Hi there, DogMan Help Articles Let me know at any time if you have any questions or need any help, We're always available to assist simply reply below.

How to archive prior years that I don't need to access anymore I need to zero out all of my old accounts, but maintain them to start over as of Jan 1 after not using Quickbooks for months. How to archive prior years that I don't need to access anymore Thank you for joining the thread, thatch.

To purge the data, follow the steps listed below: Log in to your QuickBooks Online account. The next screen will provide a summary of the items to be deleted. Click Wipe Data once your selections are complete. Once the deletion is complete, you will be rerouted to your home page. If it's 60 days old or older, you need to cancel your account and start a new subscription.

Select the Billing and subscription tab. In the QuickBooks section, select Cancel. Follow the on-screen instructions to cancel your account. If you use payroll, you should cancel your payroll account too. Fill up the User ID and password. You can use the same user ID and a password you previously had. If you activated payroll in the account, this is the best option for you. Post again if you have any other questions. I'm a few clicks away to help. Keep safe always! How to archive prior years that I don't need to access anymore thatch If you are using Pro or Premier, create a backup file and restore it with a new name.

How to archive prior years that I don't need to access anymore I can not get the create from a copy in QB pro premier.

How to archive prior years that I don't need to access anymore Hello there, chcinc. Let me know if you have other questions. Take care and have a great day! How to archive prior years that I don't need to access anymore Hello, I was redirected to this post when I tried to search "Archive QB Enterprise Contractor" - I wanted to let you know this link is broken.

How to archive prior years that I don't need to access anymore I can share some information about archiving your company file, sedbrhx. Is there a way we can accomplish this?

Go to Solution. Thanks for posting in the Community, myriadmeister. The idea of condensing data is to reduce the file size in data processing. Here's your guide on how to process condensed data: Use the Condense Data Utility. Some guides need attention for you to remove parts of information seamlessly.

It includes what you need to know about condense data utility and the type of transactions that can't be removed. Please feel free to leave a query through this post if there's anything else. I'm always here to help.

More power to your business! View solution in original post. In QuickBooks , the company has been improving their condense utility. You may open your data file on trial license of Pro and condense it. Then you may ask the vendor to do the same thing and compare the both condensed files. Make a deal with the vendor that you will only pay the service if their condensed data is better than yours.

I agreed to Jovychris. Another option, consider to purchase a 3rd party condense service. It is an advanced version of the condense feature available in QuicBooks. You may get following results:. As additional option, you may deploy a private cloud to access your local data file by internet connection. Thanks for your reply. The Condense Data Utility seems as though it will do the trick. We are now using the Premier Retail Edition Since we'll be updating to anyway, do you recommend waiting to use the new and - ostensibly improved - edition to perform the Condense Utility?

We want to make sure that you have a backup of the company file just for safe keeping before you start condensing the file. Here's a link that can help you back up your file. After that you should be ready to go! If you want some more insight on using the condense data utility, check out the link below:. Have already checked that our and will do a Condense Utility when we upgrade to Using Win 10, x64, gb available storage, 9.

Are there minimum requirements that I haven't met? Click in the "Name of File" box and type "Archived" before the extension. Click "File" on the top menu bar and select the "Utilities" option. When the next window opens, click "Clean Up Company Data. Select "Remove Transactions as of a Specific Date. 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. Choose to delete items that have no transactions in the next window that opens.