Create file copy

Create a new file from an existing one

  1. Open the source file
    This file will not be changed or edited.
  2. Use the Create file copy from the Tools menu
  3. Choose the data that you want to keep.
    For accounting files choose if you want to keep the existing amounts.


     
  4. 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.

 

Help us improve the documentation

We welcome feedback on how to improve this page.

Tell us what theme needs a better explanation or how to clarify a topic.

Share this article: Twitter | Facebook | Email