Streamline Bookkeeping            
                                       Your Partner for Bookkeeping Services and QuickBooks Consulting...

Phone: 925-895-0607

Starting a New File in Quickbooks

Condensing reduces up to 15% of file size, as starting a new file could save up to 90% of file size. File size keeps increasing as new entries are posted. When you file exceed 100 megabytes, then the files is at high risk of data loss or corruption, slow reports run, slow search query, crashes, etc. Chan has experience and specializes in starting a new company file in Quickbooks. To start a new file anytime in the year or at year end. Over a weekend he will take your existing data file and create a new data file. In the process the following information will be retained: 

  • All Customers/job, Vendors list transferred to new file
  • Chart of Accounts transferred to new file
  • All Account Balances transferred to new file
  • All employees transferred to new file
  • All items transferred to your new books
  • OPEN Invoices/Credits transferred to new file
  • UNPAID Bills/Credits transferred to new file
  • Outstanding Checks/Deposits ONLY IF they currently 
    reconcile their Bank Accounts transferred to new file
  • For companies using a QuickBooks payroll service, year-to-date history will need to be added. We can provide
  • this service too, for an additional fee.

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