Related topics

Company Utilities Menu

Working with Companies

Copying a Company Setup

Copying a Company

You might want to copy a company in order to create a new company using the same data. If you want to create a new company but only want to copy the company setup, see Copying a Company Setup.

When you copy a company in its entirety, the system creates an exact copy of the original company, including its assets. The System Numbers remain intact.

Before you begin the steps outlined below, you must close any currently open company.

To copy a company
  1. Select File/Company Utilities/Copy Company from the menu bar. The system displays the Copy Company window.
  2. Complete the Copy Company window, then select Copy to copy the company. If you're copying the company into the same database, or into a database containing a company with the same name, the system displays the Rename Company window.
  3. Enter a name for the new company. If you want to overwrite a company with the same name in the selected database, select the Overwrite button; otherwise, select the Rename button. The system begins the copy process, then returns to the Copy Company window. Select Close to close the Copy Company window.