To make a copy company, go to:
Library Master > Main Menu > Company Maintenance
- Create a new company code and company name (description) that’s easy to identify and distinguish from the live/active company that you’re copying.
- Click the Copy button and enter the Company Code of your current year live (or “Source”) company.
- Select the modules you want to copy to your archive company. To create a complete archive/backup, you’ll want to copy all modules. Click Proceed. Once the process is finished, click Accept.
For good measure, you might run a trial balance in each module and do a quick spot check to make sure all the data that came over is balanced and accurate.
Watch the Video
Watch a recorded demonstration of the Copy Company process in action.
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