Create a new file from an existing one
- Open the source file
This file will not be changed or edited.
- Use the Create file copy from the Tools menu
- Choose the data that you want to keep.
For accounting files choose if you want to keep the existing amounts.
- Save the file in the folder where you wish to keep the data (normally in the documents folder)
- Enter the company name and the accounting year as file name, for example smith_company_2017.