▶️▶️Click the “Reports” menu, “Company & Financial” and “Open Invoices.” Create a list of any invoices that haven’t been closed. Dismiss these invoices before running the condense data utility if you want to clear these transactions.
▶️▶️Select the “Reports” menu, “Vendors & Payables” and “Unpaid Bills.” Stop any bills that appear in the report.
▶️▶️Click the “Reports” menu and “Customer Transaction Detail.” Select the “Uncleared Transactions” detail to check any uncleared transactions and use the reconcile tool to reconcile them.
▶️▶️Click “File,” “Utilities” and “Rebuild Data.” Click “OK.”
▶️▶️Choose “Local Backup.” Click “Options” and select a location for your backup.
▶️▶️Click “Complete Verification,” “OK” and “Next.” Enter a filename for the backup and click “Save.” Click “OK.”
▶️▶️Close and restart QuickBooks.
▶️▶️Click “File,” “Utilities” and “Condense Data.”
▶️▶️Complete the information requested by the prompts in the wizard and select a date range for your company file.
▶️▶️Select “Chart of Accounts” and any other accounts you want to include in the condense data process.
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