Copying fields, categories to New company

[mdminear]

Was trying to assist someone who was bringing in new partners on merger and needed to start a fresh set of books. want to keep all the customer fields, saved forms, same permissions for EE's and security and same 'printers' etc so all of that information does not have to be handloaded. but not the data as it will be a new start as joint company. they would also want to be 'cash' basis vs accural (prior company was accural). is this done easily? can they then set up new credit card information?

any help or direction?

[rick Prindivill]

You can set up a NEW COMPANY based on the Cash Accounting Basis. You can then EXPORT / IMPORT the Chart of Accounts, Customers, Vendors etc from on Company to the other. Forms are common to all Companies. Custom Reports can be copied from one Company to another from the Reports & Forms section by click on COPY Icon.

Read more on how to perform the above and more by going to Peachtree's HELP file inside the program and search on "Rebuild Company".