Import from past company

Question

Has anyone ever needed to enter a "mountain" of data into not just one, but two, companies? Is there a way to copy just that information to the second company?

Coleen Graber · Accepted Answer

PPerry- 
 There is no option to just copy data transactions from one company into another. Depending on what you are trying to bring over, some data can be exported out of one company and imported into another. 
 Please see enclosed link on the Import File Formats to review what can be imported and how to set up the import file format. Link: Import file formats 
 Otherwise, I would recommend reaching out to a support analyst on Live Chat to get a better understanding of what you are trying to create with your companies. Live Chat link: Live Chat 
 Sincerely, 
 Coleen

Coleen Graber · Answer

The timing of creating the archive/backup company is the key for each user&rsquo;s company. Some customers find it is best to create the archive/copy company just before they close the month since at that time, all the entries should be entered. But that may not work out for all companies. 
 If you find yourself needing to enter several entries into your current and archive company, Vince Settipane had a good suggestion to enter them in your current company, then create a new archive/copy company that has the additional information, i.e COMPANY2022REVISED. 
 Also, if you use the Utilities, Maintain Company option to copy your company, there is an option to &lsquo;Copy user security&rsquo;. This will copy the users security from the original company into the copy company. 
 
 For full instructions on creating an archive company, please see enclosed link: 
 How do I create an archive company or copy of an existing company? 
 Sincerely, 
 Coleen

Sage BusinessWorks

Import from past company

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