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Tips & Tricks

This page includes some Tips & Tricks for QuickBooks.  This information is provided as-is, and may not work for you or your version of QuickBooks.  

Where we do know the versions supported, we’ll note it below.

Tips & Tricks

How can I create a copy of a QuickBooks company file?

You can create a copy of your QuickBooks file for testing directly from within QuickBooks

Steps:

1) Choose File | Open or Restore Company | Open a Company File.

2) 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.

3) Click Open to open this new company file.

4) To remind yourself you are in a copy, choose Company | Company Information from the menu and then change the company name and add TEST, COPY or similar wording to it.