How to TRIM your QBW file?

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How to TRIM your QBW file ?

What is a QBW file?

.QBW is the file format of any QuickBooks Desktop version company file. And this is not the QuickBooks Backup File version. (. QBB). You can you both version of files to create QuickBooks Desktop Versions and convert into QuickBooks Online.

What is the meaning of TRIM ?

.QBW File Trim means we are going to “condensed” or simply remove the data/transactions of a QuickBooks file upto a certain date.

Why we need to TRIM it?

When we do the QuickBooks Desktop conversion into QuickBooks Online, there is a limitation of the upload file. It is not the size of the file but the number of targets of the file. If your file is contained targets more than 350,000 you need to TRIM the .QBW file and make it an uploadable file into QuickBooks Online. 

How to TRIM it ?

As per Quickbooks, we need to follow the mention steps to Trim the QBW file (all credit goes to QuickBooks Support Team including the content copyrights)

For QuickBooks Pro/Premier 2012 and later or QuickBooks Enterprise 12.0 and later:

  1. Go to the File menu and select Utilities > Condense Data.
  2. Click Yes to the message Budget data may be moved during cleanup. Do you want to continue anyway?
  3. Select Transactions before a specific date in the Condense Data window.
  4. Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.
  5. Click Next.
  6. Choose a method to summarize the transactions you’re removing (if you’re not sure, click Help me choose).
  7. Click Next.
  8. (Optional) Click any of the checkboxes for the dialog boxes that follow and click Next.
  9.  Click Begin Condense.

For QuickBooks Pro/Premier 2006 – 2011 and QuickBooks Enterprise Solutions 6.0 till 11.0:

  1. Go to the File menu, go to Utilities, and select Clean Up Company Data.
  2. Click Yes below the message “Budget data may be moved during cleanup. Do you want to continue anyway?
  3. Select Remove Transactions from a certain date.
  4. Use the Date field to select a date. QuickBooks will remove closed transactions on or before the date you choose.
  5. Click Next.
  6. (Optional) Click any of the checkboxes under Select Additional Criteria for Removing Transactions and click Next.
  7. (Optional) Click any of the checkboxes under Select Unused List Items to Remove and click Next.
  8. Click Begin Cleanup.
  9. Click OK below the message about making a backup before cleaning up the data file.”

Please refer to the below link for more clarifications – QBO Support – Trimming your QuickBooks Windows file for import

 

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