Thanks for joining the thread, Sharrow. I'd like to join in on this as well.

Exporting and importing lists are the recommend solutions when creating a new company file (with the same lists).

Meanwhile, you might also want to export reports to Excel and save it on your computer. These reports will serve as proof of income of your business for tax filing purposes. I'd suggest consulting your accountant to see what specific reports you need to export.

If you need anything, feel free to let us know.