No matter the size of your business, your QuickBooks Desktop file will grow quite large, resulting in performance issues, slow loading time, and unexplained glitches.
One solution is to use the QuickBooks archive/condense utility, but there are small implications with Method:CRM.
Note: The Condense Data Utility is only available for the US version of QuickBooks. You are unable to condense versions of other countries.
How Condensing your QuickBooks file Impacts Method:CRM
Do not delete any customers (with no transactions) while condensing your QuickBooks data.
If you delete them, Method:CRM will still show all the customers as it does not recognize the deletion from the QB.
Note: If you wish to delete those customers while condensing, please reach out to our support team (firstname.lastname@example.org or 1-888-925-6238 x2) before doing this process.
More information on QuickBooks Condense Data Utility
The Condense Data utility in QuickBooks Desktop streamlines your company data file by removing unused list elements and condensing closed transactions into summary journal entries. These changes made to your company file affect your accounts in exactly the same way as the detailed transactions. Read through this article to know more about condensing: limitations, how it is done, and what to do before, during, and after the process.