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NF
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Can I create a duplicate company (including data) for testing purposes, and if so, how would it best be done?

I've got a company set up and need to test some changes in process flow.  I cannot do testing with the live company/data, but need to have our current data and company set up used in the testing.

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Best answer 12-10-2018

Accepted Solutions
Community Contributor *

Hello NF, I'd love to help you with your QuickBooks navig...

Hello NF,

I'd love to help you with your QuickBooks navigation.

You can absolutely duplicate your company file and use it for testing purposes. You just have to create a backup copy of the data and restore it using a different file name. You can see the complete details in this article:

Create a new company file by copying an existing one

If you want to have another sample company file with totally different transactions from your actual, you can also use the company files provided by QuickBooks. Here's how you can do that:

  1. Click the File menu at the top left.
  2. Choose Close Company.
  3. In the No Company Open window, click the drop-down arrow in the Open a sample file icon.
  4. Choose a sample file and click on it.

I've added a couple of screenshots for you.

Please don't hesitate getting back to us if there's anything else that you need with your QuickBooks data.

7 Comments
Community Contributor *

Hello NF, I'd love to help you with your QuickBooks navig...

Hello NF,

I'd love to help you with your QuickBooks navigation.

You can absolutely duplicate your company file and use it for testing purposes. You just have to create a backup copy of the data and restore it using a different file name. You can see the complete details in this article:

Create a new company file by copying an existing one

If you want to have another sample company file with totally different transactions from your actual, you can also use the company files provided by QuickBooks. Here's how you can do that:

  1. Click the File menu at the top left.
  2. Choose Close Company.
  3. In the No Company Open window, click the drop-down arrow in the Open a sample file icon.
  4. Choose a sample file and click on it.

I've added a couple of screenshots for you.

Please don't hesitate getting back to us if there's anything else that you need with your QuickBooks data.

Active Member

Wanted to confirm the answer on creating a duplicate comp...

Wanted to confirm the answer on creating a duplicate company for test purposes is still valid and are there any restrictions based on no. of user licenses?
Experienced Member

Is there a similar way to do this for QBO? I don't see th...

Is there a similar way to do this for QBO? I don't see the same options on the menu. Thanks.
Active Member

Re: Hello NF, I'd love to help you with your QuickBooks navig...

Leaves a lot to be desired, stops at open a sample company file, then leaves you hanging, says added screen shots - WHERE?

Moderator

Re: Can I create a duplicate company (including data) for testing purposes, and if so, how would ...

Good day, everyone.

 

Allow me to join the conversation and help you with creating a duplicate company for testing purposes. 

 

The helpful steps in the article provided by my colleague IntuitNina can still be used if you want to create a new company from an existing one and the good thing is, there's no restriction on the number of users. Same with using a sample company file. 

 

Let me show you how to open a sample company in QuickBooks Desktop.

 

  1. Go to File menu.
  2. Select Close Company before opening a sample file. 
  3. On the Open a sample file tab, click the drop-down arrow to select a sample company you want to open.

 

 

 

You can now take a test drive of QuickBooks Desktop once the sample company file is open. Smiley Happy

 

In QuickBooks Online, we cannot create a copy of your company file for testing purposes. However, we can open a sample company demo so that you can experiment with the features and options. Let me route you to this article for the available QuickBooks test drives: How to Test Drive QuickBooks Online.

 

 

Keep me updated how it goes. I'm here to help if you have other questions about using a sample company for testing purposes. 

Community Contributor *

Re: Is there a similar way to do this for QBO? I don't see th...

I also am looking for  way to duplicate a QBO company for testing purposes.  I have a client who wants to see reports with THEIR data in the new format before we make any changes to their active company.  I have tried to export the current data then import to a new QBO file, but the export out of QBO is not even in the correct format for the import to QBO.  The file is also to large to import into QBO.  Really only a thousand lines can be imported?? 

QuickBooks Team

Re: Is there a similar way to do this for QBO? I don't see th...

Hi there, @YvonneI.

 

I'd be glad to help you today so you'll be able to use a Quickbooks Online (QBO) company for testing.

 

Unlike QuickBooks Desktop (QBDT) that you can create a new company file from an existing one by creating a back up of your file and restoring it for testing purposes, in QBO, you can use our test drive by using our sample company demo for testing purposes and experimenting with the features and options of QBO.

 

For the available QuickBooks test drives, you may check it here: Available QuickBooks test drives.

 

Let me know if you have any other QuickBooks questions, I'll be always here to help you. Have a great day ahead!