QuickBooks Team

Re: Help! Setting up New Company File After Fiscal Year

Hello there, @jlclark137.

 

I'd be glad to help share information about installing QuickBooks Desktop (QBDT) and updating your company file. 

 

Once done installing your QuickBooks Pro 2019, you can just restore your 2012 company file to your QuickBooks Pro 2019 so you can continue using the file. Before restoring the file, you must back up your 2012 company file first.

 

To create a local backup of your file:

 

  1. Switch to single user mode (Select File, click on Switch to Single-user Mode).
  2. From the QuickBooks File menu, select Backup Company then Create Local Backup.
  3. On the Create Backup window, select Local Backup then click the Options button.
  4. On the Backup Options window that appears, click Browse and select the location for the backup copy.
  5. When you have chosen, click OK.
  6. Look over the other options on this page and select any that you like. Click OK when you're done.
  7. In the Create Backup window, click Next.
  8. Choose whether to save your backup now, schedule future backups, or both.

On the other hand, to restore a backup of your company file:

 

  1. Select File at the top menu bar.
  2. Select Open or Restore Company.
  3. Select Restore a backup copy. Then select Next.
  4. Choose Local Backup.Then select Next.
  5. From the Look In drop-down, choose the location of the backup file.
  6. Select the backup file from the folder. The file name should appear as [Company Name].qbb.
  7. Select Open. Then select Next.
  8. From the Save in drop-down, choose the location where you want to save the restored file.
  9. In the File name field, type a new file name. The Save as type field will automatically populate QuickBooks Files (*.QBW).
  10. Select Save.
  11. Carefully read and respond to any messages that appear before restoration begins. 

To learn more and for the detailed instructions, you may check these articles:

 

On the other hand, if you need further assistance with the process, you can always get in touch with our QBDT Support Team. For the support's contact information, you may check it here: Contact the QuickBooks Desktop Customer Support Team.

 

As always, please don't hesitate to add a post/comment below if you have any other QuickBooks concerns. I'll be always here to help you however I can.