What is a Quickbooks file?

Before we learn about How to create a Quickbooks desktop file. first, we have to know what is An Document sheet file. A file that is created by Quickbooks under Intuit Inc. This application document file is used For Entering and storing the financial details of the user. All of the financial Information and data modified are stored in this Quickbooks Desktop file. This documented file has been to be created in Quickbooks.

If you want to know “how to open a QBM file without Quickbooks” and “open a Quickbooks file without Quickbooks”. then you can read that article by just clicking on these links.

Steps to Create a QuickBooks Desktop file

In this article, we will discuss how to create a Quickbooks Desktop file.  Alongside this, we also learn how to Remove data and financial information from that QB file.

There are some Quick instructions on How to create, Remove and open a file in the Quickbook desktop file.

1. Create a new copy of the Quickbooks desktop file to Edit.

These steps are:

• Click File on the desktop
• Click the Back-Up Company button.
• Create a Local Backup from the list.
• Select financial data to store in your backup locally, then click the blue Next button.
• Select Browse to where you want to save this file. Review “Complete Verification” and then click on the big OK button in the window.
• Select to save your backup now and click the blue Next button.

2. Remove Information from a QBM documented file.

• In the main menu on the Quickbooks desktop, click File
• Click on the Utilities Option under the file tab.
• Click on the Condense Data button from the list of Utilities.
• Select “Remove the transactions from the list and select the financial data which you want to remove from the Desktop Quickbooks file. and click Next.
• After selecting the data from the list otherwise, you can select data by just entering dates if applicable and clicking Next
• Click Yes on the Confirm
• And Then, It Asks “Are You Want to Remove Unused List Entries?” click Yes
• Click start Condense data.

3. Steps to open your Quickbooks file copy.

• In a Company, Open box click “Open or restore existing company” and click Next
• Select “Restore a backup copy” and click Next
• Select the option of Local backup and click Next
• Select the backup/copy file you just created and click Open and then Next
• On the “Save Company File as” screen name your file something completely different from your regular QuickBooks file and click Save
• Optional: Change the display name
  • Click Company in the main menu then select My Company
  • Click the pencil icon above Company Information
  • Edit the Company Name field and click the blue OK button

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