Create a new company file from the existing company file?

Great to hear from you, lap2016.

I'd be glad to help you create a new file from your existing company file in QuickBooks Desktop. 

You can create a new company file by copying the existing file with the same vendors, customer contact information, chart of accounts and lists.

Aside from that, all the lists, transactions, templates, and preferences in the original company file are also carried over. Since an invoice and template transactions will be also carried over, you'll need to manually delete them so you can remove the transactions in the new company file.

If you don't want to manually delete them, you can create a new company file. Then, you'll need to export the lists from the original company file and import them into the new company file. 

You can check out this article for detailed troubleshooting steps on how to create a new company file from the existing company file: Create a new company file by copying an existing one.

As always, you can contact our Technical Customer Support Team if you'd like someone to be with you as you go through these steps.

I'm confident this will take you in the right direction. Please keep me posted if you have any additional questions, as I'm always here to help. Wishing you the best. 

You can create a new company file by copying an existing one, an using the Condense Data utility to remove all transactions. The copy will keep your accounts, lists (customers, vendors, items, etc.), templates, and preferences from the original company.

Below are the steps on how to copy an existing Hosted QuickBooks Desktop company file:

1. Back up your QuickBooks company file.
2. Restore your backup company file. Save the backup to a folder where you want to keep your new company file. And then rename the file. (Note: This creates a copy of the original company file, with a different name.)
3. Review the new company file.

**Remove all transactions from a copied company file**

QuickBooks won't be able to remove all transactions if you have payroll data in the current year. Learn more about this and other limitations when condensing your data.

You can delete transactions manually. Or create a new company file instead. After that, export your lists from the original company. Then import them into the new one. You can also export and import your form templates Although you can only do this one at a time.

1. Go to File, then Utilities, then Condense Data. (If you receive a message that budget data will be removed, select Yes.)
2. In the Condense Data window, select All Transactions.
3. Select Next. Then follow the onscreen instructions to remove the transactions.

Regards,

Adrian