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Is there a way to export your entire quickbooks file to Microsoft

Customer Question
excel crop the old year...
Is there a way to export your entire quickbooks file to Microsoft excel crop the old year and just keep the last seven years and then import this to a new company file without losing info or screwing up balances too bad, some changes are ok If we can explain them to our accountant. I am an it guy and new to being a quickbooks pro advisor lol my brother and first client of mine has a landscaping business his two choices are upgrade to enterprise or trim his 4gig file
Submitted: 4 years ago.Category: Financial Software
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Answered in 2 hours by:
6/21/2013
Tech Support Rep: jgordosea, Enrolled Agent replied 4 years ago
jgordosea
jgordosea, Enrolled Agent
Category: Financial Software
Satisfied Customers: 3,161
Experience: Three years as Expert support for Turbotax Ask a Tax Expert, Quickbooks support and use >6 yrs
Verified

Greetings,

 

The process of exporting, trimming and then importing back may likely result in too many items that are not in balance or incomplete. It may require significant time and effort to find and correct any discrepancies. Cropping prior year transactions will give incorrect balances going forward.

 

QuickBooks has a utility to condense the file that will reduce the file size that is certainly more reliable; but it may or may not be enough of a change in file size if you keep seven years of detailed transactions. See http://dataservices.intuit.com/support/pages/inproducthelp/core/qb2k12/contentpackage/core/file_condense/info_condense_data_file.html for Intuit support information and links on the procedure.

 

See also http://support.quickbooks.intuit.com/support/articles/HOW12161

"The Condense Data utility stream lines your company data file by condensing
closed transactions into summary journal entries and removing unused list
elements. The utility creates a journal entry for each month in the selected
period. The summary journal entries affect your accounts in exactly the same way
as did the detail transactions.

The following section lists some important functions to consider before
running the Condense Data Utility."

Those considerations need to be reviewed prior to using the tool to condense.

 

Also, it is possible to create a new company file for each new year, by performing the Clean Up Company Data or Archive & Condense Data procedure as explained at http://support.quickbooks.intuit.com/support/articles/INF12329

"Your new company file retains your lists, preferences, and service
subscriptions, but no transactions. You may begin entering opening balances for
Balance Sheet accounts by selecting Make General Journal Entries from the
QuickBooks Company menu."

This can be used to prevent the file from continually expanding each year in the future.

 

The utilities will be more efficient that using Excel for cropping prior transactions.

 

Please ask if you need clarification or discussion.

Thank you.

 

 

 

 

 

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Customer reply replied 4 years ago


I have a quickbooks pro advisor subscription and access to odbc drivers in enterprise 2013. Can I read the data to a access database using that driver and then select the proper data and export to excel then import the data to a new company file in premier 2011. This would involve some magic on my part and a Microsoft office wiz

Tech Support Rep: jgordosea, Enrolled Agent replied 4 years ago

Hello again,

 

You can export and trim and import but that will not make any entries for the amounts that are trimmed to be included in the balances of the accounts after the trimming. Exporting, selecting and recreating will result in balances that do not include the transactions that are removed.

The advantage of using the tool provided to condense the data is that the tool creates a journal entry that summarizes in total the removed transactions.

 

You can manually trim but with that method you will also have to create the journal entries to keep the balances correct.

 

Hope this clarifies that the transactions removed will have to be included via journal entry and that the tool can do that for you.

 

Let me know if you need more information.

Thank you.

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Customer reply replied 4 years ago

excellent advice will use this info by aug can we leave this question open so that I can reach you easily while I do this PLEASE. I will give you and excellent review and tip when we are done

Tech Support Rep: jgordosea, Enrolled Agent replied 4 years ago
Hello again,

Whether or not you leave the question open is up to you.

Please know that you can return and reopen the question whether or not you decide to leave it open at this time.

Just write back at any time if you need more clarification on this or you can also post another question that includes my name so I can reply.

Again, thank you.
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Customer reply replied 4 years ago


I will be doing the resizing of quickbooks soon for now I am closing the question and will ask for you again excellent answer actually I need to leave the question open Hope you Understand I will tip well but also need one thread of questions and answers for something this important thank you

Tech Support Rep: jgordosea, Enrolled Agent replied 4 years ago

You are quite welcome.

 

You can still reopen or continue this thread after rating from the My Questions page at : http://www.justanswer.com/my-questions.aspx

 

Customer service and help is found at http://ww2.justanswer.com/help with contact in the upper right.

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