Cleaning Up Company  Data on QuickBooks Presented by Joanne  Martone, CPA, PC 7102 North 55 th  Avenue Glendale, AZ 85301 ...
Overview <ul><li>The Clean Up Company Data wizard archives your company data, removes unused list elements, items, and sel...
<ul><li>From the QuickBooks &quot;File&quot; menu, click &quot;Utilities&quot;, then click  Clean Up Company Data . </li><...
<ul><li>Select the  Remove transactions as of a specific date   DO NOT  select the  Remove ALL transactions  option. </li>...
<ul><li>When you selected  Remove transactions as of a specific date , enter the date in the  Remove closed transactions o...
<ul><li>Click  Next  and continue through the wizard windows choosing “Remove uncleared (unrenconciled) bank and credit ca...
<ul><li>Continue through the wizard windows choosing the following marked items to be removed. </li></ul>
<ul><li>Click  Begin Cleanup  when you are ready to proceed. </li></ul><ul><li>** Note:  QuickBooks displays a message sta...
<ul><li>Click  OK  to clear the message and open the  QuickBooks Backup  window. Note:  Before starting the cleanup proces...
<ul><li>The  Save Copy or Backup  wizard will appear. Select ‘Local Backup’ and select ‘Next’. </li></ul>
<ul><li>Select ‘Browse’ and choose the destination you wish to save your Backup Copy. Select ‘OK’. </li></ul>
<ul><li>Click  OK . </li></ul><ul><li>The clean up process is complete when you see the message: &quot;QuickBooks has succ...
Our Credibility Arizona Society of CPA’s The American Institute of Certified Public Accountants
Check us out at: <ul><li>Our Company Web Page </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>BBB ...
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Making the Most of Your Business

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Making the Most of Your Business

  1. 1. Cleaning Up Company Data on QuickBooks Presented by Joanne Martone, CPA, PC 7102 North 55 th Avenue Glendale, AZ 85301 Phone: 623-934-1255 Fax: 623-934-8299
  2. 2. Overview <ul><li>The Clean Up Company Data wizard archives your company data, removes unused list elements, items, and selected general journal transactions to increase efficiency. </li></ul><ul><li>The Clean Up Company Data wizard does not actually reduce the size of your data file on the system hard drive. </li></ul>
  3. 3. <ul><li>From the QuickBooks &quot;File&quot; menu, click &quot;Utilities&quot;, then click Clean Up Company Data . </li></ul>
  4. 4. <ul><li>Select the Remove transactions as of a specific date DO NOT select the Remove ALL transactions option. </li></ul>
  5. 5. <ul><li>When you selected Remove transactions as of a specific date , enter the date in the Remove closed transactions on or before box. Make sure the date is 4 years prior to the current date. </li></ul>
  6. 6. <ul><li>Click Next and continue through the wizard windows choosing “Remove uncleared (unrenconciled) bank and credit card transactions. </li></ul>
  7. 7. <ul><li>Continue through the wizard windows choosing the following marked items to be removed. </li></ul>
  8. 8. <ul><li>Click Begin Cleanup when you are ready to proceed. </li></ul><ul><li>** Note: QuickBooks displays a message stating that it will backup your data file before it removes the transactions. You can change the default Filename and Location in the Back Up Current Company window. </li></ul><ul><li>The backup file ensures that you have a record of the details of any transactions that QuickBooks deletes from your company file. If you need to restore your company file to the state it was in before you cleaned up your data, use the backup copy to do so.** </li></ul>
  9. 9. <ul><li>Click OK to clear the message and open the QuickBooks Backup window. Note: Before starting the cleanup process, QuickBooks automatically creates both a backup and an archive copy of your company file, and verifies the integrity of your company file. Once your data has been verified, QuickBooks begins the cleanup process. </li></ul>
  10. 10. <ul><li>The Save Copy or Backup wizard will appear. Select ‘Local Backup’ and select ‘Next’. </li></ul>
  11. 11. <ul><li>Select ‘Browse’ and choose the destination you wish to save your Backup Copy. Select ‘OK’. </li></ul>
  12. 12. <ul><li>Click OK . </li></ul><ul><li>The clean up process is complete when you see the message: &quot;QuickBooks has successfully removed your old data.&quot; </li></ul>
  13. 13. Our Credibility Arizona Society of CPA’s The American Institute of Certified Public Accountants
  14. 14. Check us out at: <ul><li>Our Company Web Page </li></ul><ul><li>Facebook </li></ul><ul><li>LinkedIn </li></ul><ul><li>BBB </li></ul><ul><li>Glendale Chamber of Commerce </li></ul><ul><li>Ethical Arizona </li></ul><ul><li>Principa </li></ul>
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