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Copy Company without transaction data

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Posted on by 40

Hey,

I set up a company and want to copy it but without the transaction data. What are my options?

Thanks!

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  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,714 Super User on at
    RE: Copy Company without transaction data

    Using the configuration worksheet you can do what you want to do.

    Please refer to this link:

    microsoftlearning.github.io/.../LAB[MB-800]_M02_Lab01_Create_company.html

  • Suggested answer
    pankaj.k Profile Picture
    pankaj.k 960 on at
    RE: Copy Company without transaction data

    Hi

    check the below link..

    https://www.youtube.com/watch?v=L3wVUE61Ht0

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,180 Super User on at
    RE: Copy Company without transaction data

    Hi

    you can make a new company and then import the data you want through configuration packages

    learn.microsoft.com/.../set-up-standard-company-configuration-packages

    DAniele

  • fvl92 Profile Picture
    fvl92 40 on at
    RE: Copy Company without transaction data

    Hey yzhums  thank you kindly for your answer. Seem overly complicated to me, doesn't it!  I will try it they way you proposed!

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 59,978 Super User on at
    RE: Copy Company without transaction data

    Hi, As far as I know there is no way to do this, the copy will only be an exact copy and does not give the user any options.

    pastedimage1671754788860v1.png

    But when creating a new one, you can choose to include only the settings data.

    pastedimage1671754799380v2.png

    pastedimage1671754808779v3.png

    Also, if you really only want to keep your setup data, you can use Configuration Package to export to Excel, then create an empty company, and then import.

    Hope this helps.

    Thanks.

    ZHU

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