Make your heavy QuickBooks file fast again—without losing what matters.

What Our Condense Service Includes

Purpose-built for QuickBooks Desktop (Pro/Premier/Enterprise)

1. Diagnostic & Health Check
Readiness scan, Verify/Rebuild review, and risk assessment; we confirm whether condense is the right approach.

2. Archive & Safeguards
We create a pre-condense archival backup and a clear rollback plan.

3. Data Clean-Up (Pre-Condense)
Optional list tidy-up (unused items, vendors, customers), reindexing, and minor corruption repair to improve condense success.

4. Condense Strategy
Choose the correct cutoff date and method (summary/transaction removal where appropriate) to keep current-year detail while reducing legacy volume.

5. Execute Condense
Hands-on processing by our specialists with checkpoints and validation after each pass.

6. Post-Condense Validation
Balance checks, key report tie-outs, and user acceptance walkthrough. We document before/after file size and performance gains.

Deliverables

• Pre- and post-condense backups
• Before/after file size report
• Exception notes & recommendations
• Administrator handoff checklist

Timeline: Most projects are completed within 2 weeks after the diagnostic. Expedited service available.

• Keep what’s current. Retain recent detail and lists while summarizing older activity.

• Improve performance. Smaller files generally open faster and run reports more quickly.

• Reduce corruption risk. Removing obsolete transactions can lower data fragility.

• Lower IT overhead. Backups and maintenance become lighter.

  Not every file should be condensed. If we find that rebuild, upgrade, or migration would be safer, we’ll advise you before work begins.

• Severe corruption that fails Verify/Rebuild

• Complex audit requirements that need full historical detail

• Major chart of accounts restructuring or multi-entity redesign

• You’re planning a near-term upgrade or migration (e.g., Enterprise, QuickBooks Online, or Business Central)

In these cases, we’ll recommend a safer path—file rebuild, split, or migration—and can handle that end-to-end.

Security & Compliance You Can Trust

• U.S.-based experts; no outsourcing
• Encrypted file transfer and at-rest encryption
• Work performed in isolated, secured environments
• Optional Mutual NDA
• Clear audit trail and documentation

Our QuickBooks Data Condense Process

Step 1 — File Assessment 
You share file version, approximate size, issues, and goals. We deliver a feasibility recommendation and fixed-fee quote.

Step 2 — Secure Intake
We provide a secure upload link and confirm access credentials.

Step 3 — Pre-Work & Clean-Up
Data checks, optional list clean-up, and preparation.

Step 4 — Condense Execution
Run condense with the right method/cutoff strategy.

Step 5 — Validation & Handoff
Tie-outs, user testing, and delivery of final assets.

What We’ll Ask You

• QuickBooks Desktop year/version (e.g., 2022 Enterprise)
• Approximate file size and location (workstation/server)
• Multi-user? Any 3rd‑party integrations
• Desired cutoff date for summarizing older transactions