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Move company file to a different license

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. 

 

1 Comment
QuickBooks Team

Re: Move company file to a different 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:

  1. Click File.
  2. Go to Back Up Company, then choose Create Local Backup.
  3. Choose Local backup, then click Next.
  4. Choose where to download the backup, then click OK.

Then, here's how to restore it:

  1. Click File.
  2. Go to Open or Restore Company.
  3. Choose Restore a backup copy, then click Next.
  4. Choose Local backup, then click Next.
  5. Choose the backup file, click Open, then click Next.
  6. Choose the location where you'll save the restored file, then type a file name.
  7. Click Save.

If you need something else, you can always post in the Community.