Copy Data

 

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Select Library Master Main menu > Company Maintenance. In the Company Maintenance window, click Copy.

Overview

Use Copy Data to copy a complete set of data from one company to another. You can also copy custom forms and reports, form and report settings, and default form selections.

The destination company is the company that is currently active in Company Maintenance.

PDF documents created using Paperless Office are not copied with company data.

Any banks connected to Sage Bank Feeds in the source company will not be connected in the destination company.

Fields

 

Source Company

Destination Company

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