Step 1: Create a new company based on an existing company’s information

1. Open Sage 100 Contractor Database Administration.
2. Click Add/Delete Companies and Create Company Based on Existing.
3. From the Select the source company list, select the name of the existing company.
4. In the Enter a name for the new company text box, type the name of the new company.
5. Use the options in the Maintenance section to specify:
   • The time to run nightly maintenance.
   • The number of backups to keep.
6. Click Create Company.
    NOTE: A status message in the lower left corner of the tab shows the progress of company creation. 
   

Step 2: After creating the new company

1. Enter company information on the 7-1 Company Information window.
2. Open 1-8 General Ledger Setup.
3. Click the Posting Accounts tab.
4. Select your Inventory Valuation Method (if you have the Inventory Add-on Module).
5. Click File and Save.

These items import from the existing company

• Fiscal Year End date
• Current Period
• Ledger Accounts (chart of accounts)
• General Ledger Setup
• Attachments (with no job references)
• Bitmap images for clients and employees
• Clients
• Vendors
• Employees
• Payroll Calculations
• Workers' Compensation setup
• Employee Positions 
• Paygroups
• Payroll Unions
• Local Payroll Tax setup
• Cost Codes 
• Takeoff template and grid files (no job references)
• Parts
• Assemblies
• Part/Assembly Classes

Steps to set up a new empty company file