Hello, Hollidaypools.
I'd be happy to assist you with creating a new company file from your existing company file in QuickBooks Desktop. We can export and import the data.
All the lists, transactions, templates, and preferences in the existing company file will move over. You can refer to this article on how to create a new company file. Start a new company file with data from your existing file.
In case you encounter an error when creating a new company file from the existing company file, you can refer to this article for troubleshooting steps: Create new company files from existing ones in QuickBooks Desktop.
That's it. If you need further assistance with the steps, please click the reply button. I'll be happy to help you. Stay safe!
