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Creating an Acctivate test company.

Restore a live company file to an existing PRACTICE, MODEL or a new Company. In Database Maintenance, backup company file, then select Restore. Be sure to change to the correct Company you want to restore. Do not sync to your live QuickBooks file.

Use the following steps to create a backup of your "Live" company using the Backup Company function within Acctivate and restore this to either an existing PRACTICE or MODEL Company or a new Company.

Be sure to complete all the steps before logging into the restored company.

  1. Create the Backup of your Live Company
    1. Open Database Maintenance > Database > Backup/Restore
    2. Select the Company you want to backup (your Live Company).
    3. Click Start Backup at the bottom right-hand corner.  Make a note of the name of the Backup File, which will be used in step 2.
    4. Once Backup is complete, you can then restore this backup of your Live company to your PRACTICE or MODEL company.
  2. Create a test company if one doesn't exist. (If it does, skip to step 3.)
    1. In Database Maintenance, go back up to Database -> Database Info.
    2. Select the New Company button
    3. Enter in a Company ID and Name (These can be the same, e.g. PRACTICE)
    4. If the QuickBooks data file field is visible, leave it blank for now. This can be filled in after step 3.
    5. Save the new Company.
  3. Restore your LIVE database to your TEST company.
    1. Select the Restore button at the top of the Backup/Restore window.
    2. Change the Company dropdown to your TEST or MODEL Company. NOTE: If TEST does not appear in the drop-down menu, See Step 2!
    3. Type in the backup name, or use the ellipsis button to the right of the Backup File field to select the backup you created in step 1.
    4. Select View Sets button.  You should see the Backup you just created if you have properly entered in the Backup File name.
    5. Select Start Restore
  4. Disconnect the test company from QuickBooks.
    1. After restoring the backup, return to Database -> Database Info In Database Maintenance.
    2. Click on the Test or Model company name to select it to and click Edit.
    3. Disconnect the company from QuickBooks:
      1. QuickBooks Desktop companies: Clear the QuickBooks data file path. Alternatively, you can create a copy of your QuickBooks Desktop file and select it if you wish to test sync changes. Be sure to not select your live QuickBooks company.
      2. QuickBooks Online companies: Click the Disconnect button.
    4. Click Save.

We also recommend having a different window color with your test company than your live company.

To do that, log into your test company, go into Configuration Manager -> Company -> Company Info and then select the Window Color tab and select a color. This can help further distinguish between your test and live companies. 

Color