Related topics

Copying an Organization

Working with Organizations

Copy Company Window

Copying an Organization Setup

How do I copy only the organization setup information?

You can copy an organization setup from an already existing organization and apply it to a new organization or to another already existing organization.

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

Note: When no companies or organizations are open, the menus and windows display the word Company, rather than the word Organization.

  1. Select File/New Organization from the menu bar. The Entity Type window appears.
  2. Click the Government or Nonprofit Organization option button, then click the Continue button. The system displays the New Organization window.
  3. Click the Copy Setup button. The system displays the Copy Setup window. In this window, select the organization and the attributes of the organization you want to copy.
  4. Complete the Copy Setup window, then click OK. The system returns to the New Organization window.
  5. Complete the New Organization window, then click OK. Although most data should be copied from the originating organization into the New Organization window, you must name the new organization in this window. You should also enter any additional information not copied, or make changes to the organization setup as needed.

Note: The system does not create the new organization until you click OK in Step 6.

Note: You cannot copy the Book Defaults, the Book Overrides or the Calendars into an already existing organization. This prevents you from accidentally overriding the most critical elements of your already existing organization's depreciation calculations.

  1. Open the already existing organization.
  2. Select File/Edit Organization from the menu bar. The system displays the Edit Organization window.
  3. Click the Copy Setup button. The system displays the Copy Setup window. In this window, select the organization and the attributes of the organization you want to copy.
  4. Complete the Copy Setup window, then click OK. The system returns to the Edit Organization window.
  5. Complete any changes to the Edit Organization window, then click OK. Although most data should be copied from the originating organization, you should enter any additional information not copied.