Copying an account

1. From the Company menu, click Financials > Chart of Accounts.
2. Click the account you want to copy, and click Copy.
3. If you select an allocated account, a message appears, confirming that you want to use allocations.

4. Change the description and other account information, as needed.
5. Click Save. The account appears below the current row. To move it, click the row and click or .

6. Click Close.

See also

Setting up a chart of accounts

Changing a chart of accounts