BLACK FRIDAY SALE 70% OFF QuickBooks for 3 months*   Ends 11/30

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
EvethC
QuickBooks Team

Reply to message

I appreciate you joining the conversation, Sam. You can use the Condense Data Utility in QuickBooks Desktop (QBDT) to have a period copy of your company file. 

 

Here's how:

 

  1. Navigate to the File menu, then select Utilities.
  2. Select Condense Data.
  3. Choose Remove the transactions you select from your company file. Select Next.
  4. Select Transactions outside of the date range for the transactions you want to remove. Then hit Next.
  5. Choose how you want your transactions to be summarized, then click on Next.
  6. Select how you want your inventory to be condensed, then select Next.
  7. Check all the transactions you wish to remove, then click on Next.
  8. Select List entries you'd like to remove, then select Next.
  9. Hit Begin Condense, then wait for the process to complete. Select Close.

 

For a more detailed guide, this article on using the Condense Data utility is a great resource. It has all the important reminders you'll want to keep in mind.

 

If you have any other questions about the period copy or anything else, let us know. We're always here to help. Have a good one. 

Need to get in touch?

Contact us