Hello there, @TamT.
I can think of two scenarios based on your description of the issue above. Let me provide further details about this.
When you're using the QuickBooks Online Accountant (QBOA) software, you'll have to import a blank QuickBooks Desktop file to start from scratch. This is to avoid any possible damage to your account. You can refer to this article for the step-by-step guide: Move your QuickBooks Desktop file to QuickBooks Online.
However, when you're using the QuickBooks Desktop (QBDT) Accountant platform, you can create a new company file from the existing one. Please note that this process copies your preferences, sales tax items, memorized report, and chart of accounts to the new company file. But it doesn't bring over bank or credit card accounts and sensitive info, like Employer Identification Number (EIN) or payroll. Once you're ready, here's how:
- Go to the File menu.
- Select New Company from Existing Company File.
- Click Browse and find the company file you want to copy.
- Select the file, then click Open.
- Give the copy company file a unique name.
- When you're ready, select Create Company.
In the meantime, I'm adding this article to further guide you in managing your client's account using QuickBooks: QuickBooks Help Articles. It includes topics about account management, advanced accounting, and banking to name a few. You'll have to click the + More topics button to view more selections.
Please don't hesitate to click the Reply button below if you have other concerns about managing your QuickBooks data or inquiries. I'm just around to help. Take care always.
