QuickBooks File Size Reduced with the Fourlane Deletion Service
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Call brief
In this session the Fourlane expert discussed their QuickBooks Enterprise File Deletion Service, which addresses the issue of large file sizes caused by non-posting transactions like estimates, sales orders, and purchase orders. The service involves a sync process to pull in the necessary data, followed by the ability to selectively delete transactions to reduce the file size, while maintaining an archive of the deleted items. The service has demonstrated significant file size reductions for Fourlane's clients, improving the overall performance and user experience of QuickBooks.
Key points
1. Fourlane developed a deletion service to help clients with large QuickBooks Enterprise file sizes, typically 1GB to 1.5GB
2. The service focuses on deleting non-posting transactions like sales orders, purchase orders, and estimates to reduce file size
3. The process involves a brief kickoff call, file upload, and file restore meeting, typically done over a weekend
4. The service is for QuickBooks Desktop users, not QuickBooks Online, and requires use of non-posting transactions
5. Fourlane plans to make the deletion tool available for direct client use by Q4 this year
6. Deleted transactions will be archived and viewable within the tool
7. The tool allows filtering by transaction date, customer, and other criteria to selectively delete data
8. Deletion speeds can reach around 3,000 transactions per hour, depending on file size
9. The tool also provides an option to remove the QuickBooks audit trail to further reduce file size
10. Case studies show file size reductions from 4.25GB to 1.5GB, 1.82GB to 1.27GB, and 1.44GB to under 1GB
00:00 Tutorial Markers
03:10 Fourlane Deletion Service statistics
05:27 Open QuickBooks File
06:10 Sync to QuickBooks
08:00 Filters Delete Transactions from QuickBooks
09:15 Column Headers Available
12:22 Delete Selected Transactions
14:30 Transaction History Report
16:02 Condense Data
17:45 Deletion Service Results
Visit https://www.fourlane.com, call us at 1.800.931.2120, or email us at [email protected] today.
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