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QuickBooks Running Slow?

There are many reasons why your QuickBooks could be running slow.  Sometimes the slowness can be due to your computer or your network but sometimes it’s due to the QuickBooks Data File itself.  One of the things in QuickBooks that can slow down performance is all the Lists. Customers, Vendors, Items, Chart of Accounts, etc.  Here are some tips to try and speed up your QuickBooks!

Some symptoms of slow QuickBooks performance:

      The Customer Center, Vendor Center or Employee Center are slow to open.

      Opening, editing or saving a transaction (including paychecks)is slow.

      The Find window opens slowly.

      Quick-zooming to open a transaction from a report is slow.

      Creating an invoice from a sales order is slow.

      The History Window is slow to open after clicking the History button on a transaction.

Some list characteristics that can reduce QuickBooks performance include the following:

      Your lists are long and contain many elements that you no longer use.

      Your lists have a large number of inactive elements.

      Your customer list has many jobs underneath customers.

      Your account list has many sub-accounts.

      Your item list has many sub-items.

      The Customer, Vendor, and Employee centers have custom-sorted name lists.

       

 

How do you fix it?

WARNINGS Before doing any of the steps below:

  1. Create a backup of your data file.
  2. Create an archive copy of your file. If you merge together any list elements, you can open the Archive copy to find the history of the unmerged elements.
  3. Be aware, that once you merge together two elements, you cannot unmerge them.

Custom sorted lists:

  1. Open the center that has performance issues.
  2. To the left of the Name column, ensure there is no diamond column.
  3. If there is a diamond column, click the diamond to remove it. You do not need to be in single-user mode to remove the diamond.
  4. Close the center and reopen it.

Chart of Accounts

If you are using subaccounts to track source of income or use of expenses, merge subaccounts together or into the parent accounts and set up Classes to do the tracking.

Item List

Merge together old and/or inactive items that you no longer sell. The merged items lose their identity; be sure you have an archive copy with their individual history.

Customer List

If your Customer:Job list has several, old jobs underneath Customers, merge them together. If you have old, inactive Customers to whom you no longer sell, merge them together. The merged customers and jobs lose their identity; be sure you have an archive copy with their individual history.

Vendor List

If you have old, inactive Vendors from whom you no longer purchase goods, merge them together. The merged vendors lose their identity; be sure you have an archive copy with their individual history.

Employee List

If you have old, inactive Employees whom you no longer employ, merge them together. The merged employees lose their identity; be sure you have an archive copy with their individual history and be sure that you have all of their tax forms up to date, printed and submitted to the appropriate tax agencies.

 

After you have done all this, if your QuickBooks is still not running optimally, you may want to give us a call so we can diagnose further.  There are other things that can be done to try and improve speed before having to possibly start a new QuickBooks Data File.

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