RCV
QuickBooks Team
QuickBooks Team

Account management

Great to hear from you, lap2016.

 

I'd be glad to help you create a new file from your existing company file in QuickBooks Desktop. 

You can create a new company file by copying the existing file with the same vendors, customer contact information, chart of accounts and lists.

 

Aside from that, all the lists, transactions, templates, and preferences in the original company file are also carried over. Since an invoice and template transactions will be also carried over, you'll need to manually delete them so you can remove the transactions in the new company file.

 

If you don't want to manually delete them, you can create a new company file. Then, you'll need to export the lists from the original company file and import them into the new company file. 

 

You can check out this article for detailed troubleshooting steps on how to create a new company file from the existing company file: Create a new company file by copying an existing one.

 

As always, you can contact our Technical Customer Support Team if you'd like someone to be with you as you go through these steps.

 

I'm confident this will take you in the right direction. Please keep me posted if you have any additional questions, as I'm always here to help. Wishing you the best.