Copy Chart of Accounts to a new Company

LisaVLisaV Member Posts: 2

is there a way to copy an existing chart of accounts to "paste" them into a new Company?


edited August 31, 2018 in Accounting Feature Ideas


  • James_HudsonJames_Hudson Member Posts: 121 admin

    Hey LisaV,

    There isn't a way to directly copy the Chart of Accounts from one business and add it to another, so I'd say your best bet is to copy and paste the data from your chart of accounts into a spreadsheet or word document or spreadsheet, and use that as a reference for setting up the new chart of accounts in your new business.

  • LisaVLisaV Member Posts: 2

    thank you, James

  • armanHHarmanHH Member Posts: 1

    This will be good if we can download and then upload it to another Business account.

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