Tips
Intuit®
recently published Pushing
QuickBooks to the Limit: 99 Tips Every Multi-User Must Know.
The following are some of tips that you may find useful:
Tip 7: Condense your old data.
If your file is lugging down because it's so big, try making it
smaller. Follow these steps to archive and condense old
data from prior fiscal years. (Note: This process
moves actual transactions to an archived back-up file.
While this data can be accessed by restoring the archived file,
the condensed transactions will not be readily accessible in the
open company file. Only run this procedure on data that
you won't need to access regularly.)
- First, make backup copy of your current file and rename it
by date.
- Then, close all windows and run File>Archive &
Condense Data. This will remove transactions prior to
the date you specified and archive them in a separate file,
which you can restore whenever you need.
- You will also have the opportunity to delete names or
items in your lists that have never been used.
Tip 61: Help your accountant help
you. If you use an outside accountant, you can
use the Accountant's Review function to send a copy of your data
file to your accountant for review on a regular basis. Go
to File>Accountant's Review to get started. Look up
"Accountant's Review" in the Help Index for
step-by-step instructions on how to create an accountant's copy
and then merge your accountant's changes and updates to your
file after review.
Tip 79: Ensure proper user access.
Review user access periodically to make sure each user sees only
what they need. Go to Company>Set Up Users to review or
set up access.
Tip 86: Develop a solid disaster
recovery plan. It's always a good idea, and
never too late, to develop a disaster recovery plan. Start
by listing your critical business processes, who in the company
is involved in which steps, and what data is needed for
each. Then, evaluate how you could respond given breakdown
at each of the different steps.
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