Copy Chart of Accounts

Navigation: Accounting - List Maintenance - Chart of Accounts

Purpose: To copy your global Chart of Accounts to Newly added Corporations

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• Open the Corporation that you would like to copy the Chart of Accounts
• Click Copy at the top of the form
• Select all the accounts by checking the box next to the corporation name
• Select the Corporation that you would like to copy the Chart of Accounts to
• Check Insert When Account Does Not Exist
• Check Update Existing Accounts
• Click Populate Grid
• Select all the accounts by checking the box next to the corporation name in the populated grid
• Click Save