Copying Accounts

Once you have set up your chart of accounts, you may want to copy accounts if either or both of the following conditions exist:

1. You have a multistore system and you set up separate General Ledger directories for each store.

2. You are using subaccounts (whether or not you are multistore) and want to save time by copying information from one subaccount to another.

Copying Accounts

1. Display the Chart of Accounts window.

2. Click Copy. The Copy Accounts dialog box displays.

3. Multi-directory: In the Copy from Another Company box, enter Y if each store uses a separate General Ledger store which is set up in Modify Store Record (Function MSR).

4. Multi-directory: If you entered Y in the Copy from Another Company field, then in the Company box, enter the number of the store from which you want to copy information.

5. In the Account Number Locational Values box, if you are using different subaccount numbers, then enter the subaccount number from which you want to copy account numbers.

6. In the Copy to Account Number Locational Values box, if you are using different subaccount numbers, enter the subaccount number from which you want to copy account information.

Multi-Directory: Enter the same subaccount number you entered in the Account Number Locational Values box in step 5.

7. Click OK.