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Create QuickBooks Desktop company file

A QuickBooks Desktop company file contains all the financial records for a single business. If you're just starting out with QuickBooks, the first thing you must do is create a QuickBooks Desktop company file for your financial records. If you previously have an older version of QuickBooks Desktop, you should first identify if it is the right time to start a new company file to replace your old file or upgrade your company file to the new version.

This article describes the following ways to create or start a company file:

  • Sample company file
  • Express Start
  • Detailed Start
  • Copy Multiple Transactions from one company file to another.
  • Create Industry Specific Company File Templates
  • Export Lists from old data file and Import into a new Company File
  • Remove all Transactions using Condense Data Utility

Before following the steps described in the Start a New Company File using an Existing Company File section of this article. Make sure that you create a backup of your file or at least try the steps using a TEST company file. if you are not yet ready to create a new company file, QuickBooks Desktop provides you with sample company files that you can experiment with to see how the program works.

Detailed information
QuickBooks Desktop have sample company files that you can use to experiment and familiarize yourself with the program. However, You CAN’T use a sample company file for your own financial records. You must set up a company file just for your company.



Start a New Company File using an Existing Company File
Unexpected Result

Continue button is grayed out when creating a new company file via express start

Intuit recommends more than one solution for this problem. The first solution may solve your problem, or you may need to try all of them to resolve the issue. For best results, perform the solutions in the order shown.

Solution 1: Remove Special Characters

  1. Click in the Company Name box and backspace to remove any special characters like * / | \ >< .
  2. Click the Continue button.

Solution 2: Run reboot.bat and try to create the new company file again.

KB ID# HOW12980
4/26/2017 4:45:29 AM
QYPPRDQBKSWS09 9138 Pro 2017 c1502d