QUESTION

How is a copy of a QuickBooks Desktop (QBDT) company file created?

RESOLUTION

Creating a copy of a QBDT company file can be useful for testing with Rightworks Transaction Pro Importer, Exporter, or Deleter. 

To create a copy of a QBDT company file:

• Choose FILE > OPEN OR RESTORE COMPANY > OPEN A COMPANY FILE
• In the OPEN A COMPANY dialog, right click a company file and choose COPY. Then right click again in an empty area and choose PASTE.
• Click OPEN to open this new company file.
• Rename the company file to add TEST to the name to differentiate the company file from the original active company file. To rename the company file, choose COMPANY > COMPANY INFORMATION from the menu and change the company name.