Using Existing File to Make a new company file
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?
Comments
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Not automatically. However, you can export all your Lists from your original Company File & import them into the new one ☺️
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And you don’t want any figures in there - correct? The only way is what Shaz says. She gives good advice
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No figures. thanks.
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No you cannot. Not without a shed load of work
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An alternative method to start a new data file using an existing file as a template.
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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 .
Cosmic Accounting Group
Accountants and Tax Agents 22397009
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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.
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