QuickBooks File Optimization Tips and Tricks

In the small business world, Intuit’s QuickBooks accounting software continues to dominate, even as the cloud takes over.

Intuit added approximately 170,000 QuickBooks Online in 2018 reaching 2.55 million worldwide. QuickBooks Online subscribers outside the U.S. grew by 70 percent, to approximately 550,000.

When QuickBooks first debuted in the early 1990s, it quickly claimed up to 85% of the market, and subsequent releases have maintained and even increased that impressive share, with an estimated five million companies using the program today.

QuickBooks is strong enough to handle a number of accounting operations, such as creating payrolls, scheduling payments, a reminder of pending bills, managing inventory, monitoring shipping processes, and a lot more business specific operations.

When QuickBooks, however, looks after all your business accounting needs, a slight dip software performance is bound to happen which can, in turn, lead to hampering of productivity. When the company data files become unstable and lethargic, it takes longer for QuickBooks to process a transaction.

We've put together some tips and tricks on how to Optimize QuickBooks performance when there's a 'fly in the ointment'

Get a Swift Internet Connection

Hosted QuickBooks can be accessed from anywhere at any time via a portable device connected over a reliable internet connection. These devices include smartphones, laptops, and tablets, among others.

Choose SSD Server For Hosting QuickBooks

All the functions of hosted QuickBooks are processed on the cloud-based server. Hence, the performance of the server is vital to the software. Compared to many previous technologies, SSD (Solid State Drive) based servers have shown remarkably better speed in delivering the application-based solution over the cloud.

Integrate the Add-ons Smartly

Integrating smart add-ons with QuickBooks can streamline the operations brilliantly. On the other hand, if the add-on integration is done inefficiently, the chances are that it may spoil the effectiveness of QuickBooks and slow down the accounting process.

Remove any hidden corruption in your data file

One way to do this is to create a portable data file and restore it. Another way is to use a QuickBooks Data Recovery service. Run a rebuild on your data file at least once every 4 weeks. Then run a Verify and fix any errors in the QBWin.Log file.

Bring down the number of lists in your data file

When QuickBooks starts up, it loads all the lists into memory. So if you have 14,000 customers, they all get loaded into memory slowing down QuickBooks. This can be done by condensing your data file once a year.

Remove Unnecessary Memorized Reports

There are several cases where performance is slow when there are more than necessary memorized reports. Try getting rid of unwanted memorized reports

Keep your computer free of viruses and spyware

Not only do these put your data at risk, but they also slow down performance.

Close other windows when possible

This speeds up system performance when you’re using QuickBooks.

Turn off automatic updates for QuickBooks

Automatic updates are useful, but you don’t need to have it running constantly. Consider turning it on only at the beginning of the month.

Make use of customer profiles

Many of your customers will have similar characteristics. Use profiles to save time when entering customer data.

Consider desktop QuickBooks over QuickBooks Online

QuickBooks Online may be more convenient, but accessing it is usually slower than the desktop version.

Minimize Add-Ons

There are many useful add-ons for QuickBooks. They don’t all need to run every time you start it up.

Quickbooks Data Services

• Quickbooks File Merge Service
  Do you need to merge two or more company files into a single company? We can merge Quickbooks data files with 100% accuracy.
• Quickbooks Super Condense Service
  Reduce the size of your Quickbooks data file dramatically by SuperCondensing the file.
• Quickbooks File Optimization Service
  Optimize the size of your Quickbooks file to boost performance and speed up your data file!
• Quickbooks List Reduction Service
  Are your lists approaching the 14,500 limit in Quickbooks? Do you need to reduce the lists in Quickbooks?
• Quickbooks Multi-Currency Removal Service
  Did you turn on the multi-currency feature in Quickbooks and want to revert to a single currency? We can help!
• Quickbooks International Edition Conversion
  Do you need to switch from one international edition of Quickbooks to another? We can switch between US, Canadian, and UK editions of Quickbooks.
• Quickbooks Online to Desktop Conversion Service
  Do you need to convert from Quickbooks Online to Quickbooks Desktop Pro, Premier, or Enterprise? We can help!
• Quickbooks Audit Trail Removal Service
  Do you need to shrink your data file by removing the audit trail? We can help!
• Quickbooks Online File Preparation Service
  Is your QuickBooks data file too big to be converted to QuickBooks Online? We can condense it so it will export to QBO.
• Quickbooks Period Copy for CRA Audit
  Do you need a period copy of your QB Canadian data file for a CRA Audit? We can help!
• QuickBooks Custom Programming
  Do you need custom Quickbooks programming services to integrate or extend Quickbooks functionality? Contact us today for a free consultation.