web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Copy Company without t...
Small and medium business | Business Central, N...
Suggested Answer

Copy Company without transaction data

(0) ShareShare
ReportReport
Posted on by fvl92 40

Hey,

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

Thanks!

I have the same question (0)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 95,329 Super User 2025 Season 2 on at

    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

  • fvl92 Profile Picture
    fvl92 40 on at

    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
    DAnny3211 Profile Picture
    DAnny3211 11,397 on at

    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

  • Suggested answer
    pankaj.k Profile Picture
    pankaj.k 994 on at

    Hi

    check the below link..

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

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,105 Moderator on at

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,229

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,867 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,153 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans