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dac2
Level 2

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

 
6 Comments 6
Fiat Lux - ASIA
Level 15

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Which version (year) do you have? In QBES 2020, we just click on the File menu, New Company from Existing Company File. 

MaulikH
QuickBooks Team

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Hey there, Dac2

I want to help get this resolved for you. Fiat Lux is right, you can follow those steps to 'duplicate' the company file. Another option would be to Import and Export the list of the first company file.  With this method you can take certain information out of one company file, edit it and bring it over to the new file. We have an article that detailshow to export and import data from one file to another. If you have any questions or run into any hurdles please let me know.

dac2
Level 2

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Thank you - It is the Desktop Enterprise version of QB.  With the current pandemic it has landed on my lap to figure out and nothing I have done before.  

dac2
Level 2

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Thank you - Will try that.  

 

dac2
Level 2

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Thanks again  -  Sounds simple enough and will give that a try. 

dac2
Level 2

QBES User looking to set-up a second company similar to an existing company on QBES. Any guidance appreciated. Thank you.

Thank you again and will give that a try - sounds simple enough.

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