create a dummy copy of company file

KJatWork · ‎March 12, 2024

Desktop Premier Profession 2021

We are planning to create a copy of our company file for practice/learning purposes. It will be used for the entire A/R workflow, so employees will understand Sales (work) Order-Invoice-Receive Payment.

We would like to fully simulate receiving payments for fake invoices. I understand how to create a dummy bank account; however, am not certain what of the best option for the test payment.

Suggestions? or link to a good article about it.

IrishNinoJ · ‎March 12, 2024

Hello there, KJatWork. I'm here to assist you through creating a copy of your company file for testing purposes in QuickBooks Desktop (QBDT).

I agree with 4Gal that you can create a backup file and restore it with another name. Also, you can create a new company file or use the sample company file for testing purposes.

In addition, this article outlines the various methods of tracking customer transaction workflows in QBDT.

If you have further concerns with creating a test company file, feel free to come back here in the Community. We're here to assist you 24/7.

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4Gal · ‎March 12, 2024

You can create a backup file (*.qbb) and restore it with another name as a dummy file (e.g dummy.qbw).

KJatWork · ‎March 12, 2024

Thank you - we understand that part. I'm looking for guidance on the best way to set up simulated payment receipts from customers, assigning to deposit accounts. I know there are limits to practicing full ar/ap practices since this is in a sandbox. But would like to get employees used to doing as much as possible with our particular company data (albeit several months old) in a safe environment.

IrishNinoJ · ‎March 12, 2024

Hello there, KJatWork. I'm here to assist you through creating a copy of your company file for testing purposes in QuickBooks Desktop (QBDT).

I agree with 4Gal that you can create a backup file and restore it with another name. Also, you can create a new company file or use the sample company file for testing purposes.

In addition, this article outlines the various methods of tracking customer transaction workflows in QBDT.

If you have further concerns with creating a test company file, feel free to come back here in the Community. We're here to assist you 24/7.

KJatWork · ‎March 12, 2024

we'll start with the article you linked. Thank you.

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create a dummy copy of company file