Copying a client, vendor, employee, or contact

If you already set up a client, vendor, employee, or contact and want to create a new one with similar information, you can copy it.

1. From the Setup menu, click Clients, Vendors, Employees, or Contacts.
2. Click the item that you want to copy, and click Copy.
3. Change the information for the item, as needed.
4. Click Save.
5. Click Close.

See also

Setting up clients

Setting up vendors

Setting up employees

Setting up contacts

Changing a client

Changing a vendor

Changing an employee

Changing a contact