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acarpino-floragr
Level 1

Can you copy a company file to start a new company

open new company by copying company file setup
1 Comment 1
MirriamM
Moderator

Can you copy a company file to start a new company

Welcome to the Community space, @acarpino-floragr.

 

You can copy your company file in QuickBooks Online (QBO) by exporting your data and then importing it to your company. To do this, here's how.

 

  1. Go to the Gear icon.
  2. Select Export data.
  3. On the Reports tab, set the date range.
  4. Add or remove items from the Reports and Lists tabs by toggling the slider.
  5. Then select Export to Excel.

 

You can also check this article for more details: Export data, reports, lists, and more from QuickBooks Online.

 

Once done, switch to your new QBO account and import the data from there. 

 

To learn some best practices in managing your QBO account, visit our QuickBooks Support page for reference. 

 

If you need more help exporting and importing your data, you're always welcome to tag me in your reply. I'll be around more than happy to help you out!

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