If you have open Sales Tax Liabilities and open Payroll Tax Liabilities, I also suggest you get the reports with those details so you know which govt.
Step 3, print/save a file with all the details: Customer Balance Summary, Customer Balance Detail, Vendor Balance Summary, Vendor Balance Detail, Open Sales Orders, Open Purchase Orders, and the Inventory Valuation Summary Reports, ALL up to.Step 2, once all your books are completed, reconciled, and/or closed for up to, go ahead and print P&L and Balance Sheet from the beginning of time up to BY YEAR so you have clear what is the history that is going to be deleted.Note: I STRONGLY recommend that you make sure your books are truly cleaned up and “tax return ready” as of to make sure you don’t bring over garbage. IF there are transactions dated on in the current file, please change them to at least temporarily, leaving clear of transactions (see step 5 for the logic behind this). Step 1, pick the official start date, let’s assume for the sake of this example that is going to be.***NOTE: If you use QuickBooks Accountant or QuickBooks Desktop Enterprise Accountant editions, I might suggest using a PERIOD COPY method instead, is a slightly different approach So as an alternative, I would like to propose that you might be able to do this on your own and should take 1 or 2 days max if you get your whole bookkeeping team working together to achieve this…. We typically get asked to do this work over a long weekend and we charge $10k or more to do this work. The problem with this is that importing opening balances and open transactions to have some sort of continuity of business with minimal interruption could be a long and expensive process. Simple steps to start a NEW QuickBooks Desktop Pro/Premier/Enterprise file using an existing company file that is too big, too slow, too messy, and/or too corrupted to continue using… Using the Condense method.įor some context, a lot of businesses with QuickBooks Enterprise company files that are larger than 1.5gb, tend to experience a lot of issues (mentioned above) with the file and make the executive decision to “start over” or make a new file.
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