I am in the process of taking over for the current owner. I have started a new company but will be taking over everything of the old. Am I able to copy the current company file into a new license of QB Enterprise and modify it for the new company with out causing issues with the current company file and license? They will still be using it for a while to tidy up things so they will still need access to the their file and license.
Yes, J_BSW. You can copy the current file into the new QuickBooks license.
Just create a backup copy from the old company, then restore it to the new QuickBooks. From there, you can make changes.
Here's how to create a backup copy:
Then, here's how to restore it:
If you need something else, you can always post in the Community.