Copying an account

To copy an account

1. From the > Setup menu, click Company > 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.