Thanks for chiming in on this thread, @Ingalls64.
Yes, your client can condense their QuickBooks Desktop Enterprise company file without having to send it to you. However, your client has to make sure to create a backup copy of your company file before starting the process. If changes or unexpected errors occur after the process, having a backup copy allows you to restore it to undo the changes.
Before Condensing your data, ensure it's the best option for your client's company. It cannot be undone at a later point, so we recommend Condensing after trying all other solutions. Here are some valid reasons to proceed:
- They have a large data file.
- They are nearing their list limit.
- They have upgraded all your hardware.
- You, as the accountant, and their technical support have discussed other options and are willing to proceed with Condensing.
For more details about the process, please refer to this article: Use the Condense Data utility.
Additionally, check out this article if you need to optimize your server and workstations to help minimize the issue: Manage your computers to fix QuickBooks Desktop performance issues.
Keep me posted if you need anything else about condensing your company file. I'll be right here to provide the information that you need. Stay safe!
