Create a Copy of a QuickBooks Company File

QUESTION

How is a copy of a QuickBooks Desktop (QBDT) company file create?

RESOLUTION

Creating a copy of a QBDT company file can be useful for testing with Transaction Pro Importer, Transaction Pro Exporter, or Transaction Pro Deleter. 

To create a copy of a QBDT company file:

  • Choose FILE > OPEN OR RESTORE COMPANY > OPEN A COMPANY FILE
  • In the OPEN A COMPANY dialog, right click a company file and choose COPY. Then right click again in an empty area and choose PASTE.
  • Click OPEN to open this new company file.
  • Rename the company file to add TEST to the name to differentiate the company file from the original active company file. To rename the company file, choose COMPANY > COMPANY INFORMATION from the menu and change the company name.
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  • 07-Jul-2019
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