Choose the last day of the month if inventory tracking is used so that average costing will remain correct.ĭecide the preferred method to summarize the transactions being removed. QB will then delete closed transactions on and before this date. In the next window, select to not include Transactions before the chosen date. In QB Pro or QBPremier 2012 or QB Enterprise 12.0 and laterĬlose all QB windows (Windows > Close All). To reduce the number of QB file targets, consider CONDENSING the file before import, however some reports may not match after condensing. See the Total Targets number on the resulting information screen.To see the number of targets in your QBD file:.For example in QBD, open an invoice or sales receipt and type Control-Y: The first row is source data and all of the others are all target data.
(There is only one Source in each transaction but there can be many targets. However targets do: QBO only allows 350,000 targets.
#Quickbooks for windows file portable
This article could be useful to anyone in cleaning things up before QBO import, and especially if QBO warns that your QBD exports are too big.įirst a few relevant factoids to keep in mind: However this conversion is a good time to purge your system of old and useless entries (vendors and customers that have long departed the scene) and streamline things for the future.
As more and more firms make the move from PC and server-based QB Desktop (“QBD”) to cloud-based QuickBooks Online (“QBO”) file size can be a concern, especially for QuickBooks Desktop files containing many years of transactions.
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