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SashaMC
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Thank you for reaching out to the Community Duraflex! I will be happy to help you create a new company file from the existing one. Here's how:

 

  1. Open QuickBooks Desktop and the company file you want to copy.
  2. Find where you saved your file by pressing F2 to open the Product Information window.
  3. In File Information, see where you save your company file on your computer.
  4. Back up your company file and rename it when you restore your company file.
    Note: This creates a unique copy of your original company file.  Save the new file to a unique folder.

 

From there, you would need to remove transactions from the copied company file, check your accounts, and add any other online banking. No worries though, this article below has step by step instructions:

 

 

 

Let me know if you experience any problems! My team and I will be here to assist further. Take care. 

 

 

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