Hey,
I set up a company and want to copy it but without the transaction data. What are my options?
Thanks!
Hey,
I set up a company and want to copy it but without the transaction data. What are my options?
Thanks!
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
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
Hey yzhums thank you kindly for your answer. Seem overly complicated to me, doesn't it! I will try it they way you proposed!
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.
But when creating a new one, you can choose to include only the settings data.
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
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,524 Super User 2024 Season 2
Martin Dráb 228,493 Most Valuable Professional
nmaenpaa 101,148