Spring-Clean Your QuickBooks Company File

Spring-Clean Your QuickBooks Company File

You might have observed the clues that indicate trouble with your QuickBooks company file. A lot of hiccups out there!  Is it time for a check-up and tune-up?

After a ridiculously long winter, you’ll probably hear few complaints about things like puddles in the street, summer heat and spring cleaning. Most people are eager to throw open the doors and windows, and attack the dirt that the season left behind, both inside and outside of the house.

It’s not hard to see when your home is dirty. QuickBooks company file errors are harder to detect, but they’re there, including the common ones such as:

  • Slow Performance
  • Inability to execute specific transactional operation
  • Program crashes
  • Missing data (items, accounts, names, etc.)
  • Incomplete transactions, and
  • Mistakes in reports etc.

Why does this happen?

One of the reasons QuickBooks files get corrupt is simply because they grow too big and or due to some errors caused by functional users.  This could be a sign for a lack of periodic maintenance by a professional.

We understand the file structure of QuickBooks company data, and we have access to tools that you don’t. We can analyze your file and take steps to correct the problem(s).  In such circumstances, the best you can do is probably to contact us for help.

 What to watch for:

QuickBooks contains some built-in tools that help you manage your QuickBooks performance effectively.  If you are not an Accounting & QuickBooks professional, it is possible that using the tools may do more harms than benefit.

Please note that, QuickBooks allows you to use this tool on your own. But if you really want to preserve the integrity of your data, let us help.

If you lose a significant amount of company data, you can be on your way to lose your QuickBooks company file as well.  It’s happened to numerous businesses.

 Be Proactive

Instead, start practicing good preventive medicine to keep your QuickBooks company file healthy. Once a month or perhaps at a time of your monthly-close and preparation of financial statement you may want to review all your lists, including, your vendor, customer, items, chart of accounts etc. and take corrective actions.

Many of the lists are inter-connected and deletion of one, can impact your financial statement.  Cleaning, Passing adjusting accounting entries, creating & deleting can get a bit technical.  Unless you are a seasoned professional, call us & we will be glad to help.

What Other Issues affect Performance…

It may be time to upgrade your QuickBooks version. One may be using QuickBooks Pro or Premier.  Let us know and we will be happy to help if you are ready for an upgrade or if you only needed a review of your current Accounting & QuickBooks configuration.

Remember that, upgrading alone may not be a solution, if the actual problem was somewhere in the Accounting & QuickBooks configuration.

Have you considered a change in hardware?

Is it getting a little long in the tooth? At least consider adding memory, but PCs are cheap these days. If you’re having problems with your applications, it may be time for an upgrade.

 A Stitch in Time…

We’ve suggested many times here that you contact us for help with your spring cleanup. While that may seem self-serving, remember that it takes us a lot less time & money to take preventive steps with your QuickBooks company file than to troubleshoot a broken one.

We hope this helps a bit.  Let us know if you need any assistance in any of your Accounting, Bookkeeping, QuickBooks System Setup and support.

Thank you and we look forward to hearing from you,

Ben Derebie, MBA, CMA

Certified Management Accountant

Advanced Certified QuickBooks &

Enterprise Solutions ProAdvisor

 

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