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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Copy chart of accounts...
Microsoft Dynamics GP (Archived)

Copy chart of accounts from one company to another

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Posted on by x 35

I'm setting up new companies in GP 2010 and want to copy the chart of accounts from an existing company into the new ones. Are there any utilities I can use to do this? If not which tables need to be copied? Thanks for your help.

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  • L Vail Profile Picture
    L Vail 65,271 on at
    Re: Copy chart of accounts from one company to another

    FYI,

    The Professional Services Tools library needs to be marked for installation from the Dynamics GP install media. Look for updates/service packs to the Tools as updates are released for Dynamics GP.

    Kind regards,

    Leslie

  • Hetal Kapadia Profile Picture
    Hetal Kapadia 575 on at
    Re: Copy chart of accounts from one company to another

    Thank you Travis.

  • Travis Neyens Profile Picture
    Travis Neyens on at
    Re: Copy chart of accounts from one company to another

    Hello Hetal,

    There is no Automated Solution for GP2010 for the copying of the company as there was with GP 10.  It is now available within the Professional Services Tools Library (PSTL) in GP 2010 as the Copy Company tool.

    Hope this helps!

  • Hetal Kapadia Profile Picture
    Hetal Kapadia 575 on at
    Re: Copy chart of accounts from one company to another

    Heidi,

    Where would i get the Copy Company Setup for GP2010? I was able to get one from Automated Solutions when we were on GP10, but i do not see any automated solutions for GP2010.

  • Community Member Profile Picture
    Community Member on at
    Re: Copy chart of accounts from one company to another

    There is a "copy company setup" utility in automated solutions that you can use.  You can choose which modules to copy, so you would just choose Financial.  Hope that helps!

  • Shankar M Profile Picture
    Shankar M 55 on at
    Re: Copy chart of accounts from one company to another

    Hi,

    Copying chart of accounts from one company to another using Microsoft SQL Server follow the below link

    mbs2.microsoft.com/.../kbdisplay.aspx

    Regards,

    Shan

  • Community Member Profile Picture
    Community Member on at
    Re: Copy chart of accounts from one company to another

    Hi x.

    You want to take a look at the Copy Company utility available through the Professional Tools Library.

    Hope this helps

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