I need to create a 2nd company file for a client using everything but the transactions from the current QB file.
QB Version Desktop Premier Contractor 2020.
I tried using the make a copy/restore copy and name changes. I am able to distinguish them by "display color" but I want to make sure this is the best way and they are now separate files before I start deleting transactions and unlinking/changing bank accounts.
I did it this way instead of "set up a new company" because we spent a lot of time on the COA, item/service list, and classes before starting the 2nd company file as they will have the same basic structure.
Also will changing the company info on the "My Company" page allow me to change the company display name across the top without impacting the updates and subscription, or do I have to leave it the same. If I have to leave it the same is there another way besides color to help make sure we can tell the company files apart?