You can create a new company file from existing ones instead of duplicating it, execasst.
First, make a copy of an existing company file, then condense it to remove all transactions. Additionally, you can set up a new bank account using the newly created company file.
Here's how to do it:
- Start QuickBooks Desktop and access the company file you wish to copy.
- Locate the saved file by pressing F2, which opens the Product Information window.
- Check the File Information section to see the storage location of your company file on the computer.
- Create a backup of your company file and assign a new name when restoring it. Note: This action generates a distinct version of your original company file. Save the new file in a separate folder.
The restored backup generates a new company file containing identical accounts, lists, templates, and preferences.
Visit the provided link to access a detailed, step-by-step guide: Create new company files from existing ones in QuickBooks Desktop.
Should you require additional help managing your data, I'd be happy to assist you through the process.
