Set up a new company and transfer records and data from an existing company

by Daniel Cooper QuickBooks Error Support

Segment I: Set up the new organization

Select File, New Company
On the Create a New Company window, click Next.
Enter your organization's fundamental data in the fitting fields and snap Next.
Select Copy settings from a current Sage 50 Accounting organization, at that point click Next.
Select the organization you need to modify from and click Next.
Select each organization default setting that you need to duplicate to your new organization, at that point click Next.
Select the suitable bookkeeping strategy and snap Next.
Select the proper posting technique and snap Next.
Note: If you are not changing the bookkeeping period and monetary year structure, jump to stage 14.
Pick your ideal bookkeeping period structure, at that point click Next.

Pick the primary time of your monetary year, at that point click Next.
Select the ideal number of record periods you need in your monetary year and the beginning date of your financial year.
Change the end time frame dates for every period if your periods don't end on the most recent day of every month.
Select Next
Snap Finish
Make a reinforcement of the new organization. See Article ID 10264: How would I make or make a reinforcement?.

Segment II: Copy shared documents

Open the organization of cause and make a reinforcement. See Article ID 10264: How would I make or make a reinforcement?.
Select Maintain, Company Information
Record what is in the Directory field
Open the new organization and select Maintain, Company Information
Record what is in the Directory field
Close Sage 50—U.S. Release and peruse to the registry you recorded in sync 2
Select and duplicate the accompanying records:
Recurex.dat
Report.dat
Rptdata.dat
Taxauth.dat
Taxcode.dat
Taxtable.dat
Template.dat
Peruse to the Directory you recorded in sync 3.
Glue the documents replicated in sync 5. Select Yes to overwrite the current records.

Area III: Export record information (representatives, clients, merchants, etc) from the current organization

Note: If you don't utilize a record type recorded (for instance, Jobs) you can skirt that record and go to the following record. Be that as it may, in the event that you have salesmen yet no representatives, you should in any case trade the worker record.