Thank you for sharing your concern in the QuickBooks Community and for including a screenshot, @TDaigle84. I’m here to help you copy your company data and resolve the error.
Yes, you can begin your file copy from January 1 of this year. All you need is to create a copy of your current QuickBooks Online Advanced company to serve as the basis for your new one.
To get started, enable the Online Backup & Restore feature for the companies you want to copy data from and to. Next, disable automatic backups for the new company. Finally, make sure to turn off all automation settings in both the old and new companies:
- Go to Settings and click Account and settings.
- Select Advanced, then Automation.
- In the Automation section, turn off each option, then select Save.
You'll now see both companies listed on the Home page of your Online Backup & Restore app. To complete the data copying process, follow step three of this article: Make a copy of your QuickBooks Online Advanced company.
If you receive an error message while attempting to copy your file again, try opening your account in a private window and following the steps from there. Here’s how to access incognito mode:
- Google Chrome: Ctrl + Shift + N
- Mozilla Firefox and Microsoft Edge: Ctrl + Shift + P
- Safari: Command + Shift + N
If this resolves the issue, return to your regular browser and clear its cache to ensure everything runs smoothly. If the problem persists, you might want to try using a different browser.
Additionally, after copying your data, you can run reports in QuickBooks to review the newly copied data and monitor your business performance.
Don’t hesitate to post again if you need further assistance transferring your old file to the new one. I’ll be here to help.
