How to copy company setup

1. Go to File, Open Company, select the company to copy the company setup information to and click Ok.
2. Go to File, Edit Company, Copy Setup:.
3. Under Source Company, select the company to copy Company Setup Information from.
4. Under Options select the categories of Company information to copy. 
   Note: You can only copy Book Defaults, Short Years and Book Override information when creating a New Company.
5. Click Ok, click Ok, then click Yes to complete the process.

The following is a list of values you can copy from another company:

Available on a New company setup only:

• Book Defaults
• Short Years
• Book Overrides
• Contact Information
• Company Notes

Always available under Edit Company and Copy Setup:

• Custom Depreciation Methods
• SmartList
• Custom Fields
• Customized Reports
• Templates
• Image List
• Group Definitions
• Batch Report Definitions
• Replacement Value