Copying a client, vendor, employee, or contact

You can create a new client, vendor, employee, or contact based on an existing client, vendor, employee, or contact.

To copy a client, vendor, employee, or contact

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.