Using Existing File to Make a new company file

274323

Hi

I need to make a new company file that will mirror an existing company. Can this be done and how do I do this?

Acctd4

Not automatically. However, you can export all your Lists from your original Company File & import them into the new one ☺️

Kris_Williams

And you don’t want any figures in there - correct? The only way is what Shaz says. She gives good advice

274323

No figures. thanks.

Unknown

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Datarec

An alternative method to start a new data file using an existing file as a template.

https://help.reckon.com/article/q2s4jwvouj-reckon-accounts-business-range-desktop-or-reckon-accounts-hosted-how-to-start-a-new-file-with-no-transaction-history-using-the-clean-up-company-function

cosmic

yes , that is easily done , via iif ,then Cosmic creates individual UNPAID CUSTOMERS AND SUPPLIERS with their right dates ETC . and any unallocated deposits .

Memorised reports has to be done manually .

Datarec

Perhaps users can consider making use of both the Clean Up Company Data function to generate a file that does not contain any transactions, whilst retaining all of the Lists, and retaining the Memorised Reports, then engaging the assistance of @cosmic for the creation of individual open invoices (Customers) and unpaid bills (Suppliers), along with other unallocated deposits.