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Level 1

Can i make a copy of a file to try out something without it affecting the real file?

 
2 Comments
Moderator

Can i make a copy of a file to try out something without it affecting the real file?

I want to make sure we can provide you the data you need, cbts1.

 

What specific file are you referring to? Additional details about this would give us a clearer view of what is happening.

 

Meanwhile, reports and lists in QuickBooks Online can be exported to Excel. Here are the links that I know will be useful regarding the exporting of data:

If you're referring to something different, we'd appreciate more information about it. We'd be glad to further assist you in creating a copy of the data you need. 

 

Level 15

Can i make a copy of a file to try out something without it affecting the real file?

@cbts1 

You may open a trial account

https://quickbooks.grsm.io/Australia

 

then you may have 2 options to clone your data between QBO accounts:

1. Utilize a migration tool

https://transactionpro.grsm.io/qbo

 

2. Purchase a 3rd party migration service.