Hello there, KJatWork. I'm here to assist you through creating a copy of your company file for testing purposes in QuickBooks Desktop (QBDT).

I agree with 4Gal that you can create a backup file and restore it with another name. Also, you can create a new company file or use the sample company file for testing purposes.

In addition, this article outlines the various methods of tracking customer transaction workflows in QBDT.

If you have further concerns with creating a test company file, feel free to come back here in the Community. We're here to assist you 24/7.