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Don’t Forget to Back Up Before Your Clean Up

Year-end clean up requires a backup. To back up a data file in QuickBooks, select the File > Save Copy or Back-up > Backup Copy and follow the prompts.

You will also need to verify your data to ensure that there are no errors in the QuickBooks database. To run this process, go to the File > Utilities > Verify Data. If there are any database errors found, you will be prompted to rebuild your data file.

At this point, many of our clients call us. We’ve had scenarios where data rebuilds were taking way too long, causing frustration and panic for customers. It’s hard to diagnose the cause for these without actually looking at the file, but some of the reasons we’ve seen in the past include:

  • Data posted in the wrong location
  • Accounts grouped incorrectly
  • More than 7 years worth of data included in the file, and/or
  • The file size has gotten too large. (At this point, you may need to upgrade to another accounting package).

Don’t panic if your rebuild does not go as planned. Take a deep breath. Walk around for a second and begin again. There is usually a simple reason things aren’t going as planned. We can fix many corruption errors.

If you have trouble, Fourlane specializes in troubleshooting issues like this. Let us know if we can help!

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About Marjorie Adams

Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software. Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year. Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.

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