Bi-Annual Housekeeping to your Data File in QuickBooks

It is that time of the year. And it is the slower time of the year. Time to check your file to be sure it is in order. These few minutes of time is well worth it.  It will stop you from having a problem "down the road".

Let's start with re-sorting lists. This is a simple task to do. First click on your home page and then the chart of accts. Then click the view icon and re-sort list:

You will see this warning. Click okay.

Do this for all lists:  vendor, customer, item and employee.

Next, click F2.  This box will show up:

Check the db fragments.  Less than 10, you are okay.   More than 10, make a portable file and restore it as your working company file.  Making  a portable file will re-index your file.  Re-indexing is similar to when you run a disc cleanup on your computer to keep the files in a neat, efficient order.

These are steps to keep your file in order. If you do the portable file/restore and you still have more than 10 db (data base) fragments, time to call an expert to help you. 

Courtesy of our colleague Lynda Artesani, Certified QuickBooks ProAdvisor in SW Florida