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kaceeh

Starting a New Company - Sage 50

Posted By

When starting a new company, is there a way to copy your employee information (name,address, ss, pay wages, etc - everything under the maintain - employee tab) without re-entering all the information over when starting the company?

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    During the New Company Setup Wizard, you can copy over your Chart of Accounts, Default Information, and Accounting Periods. After that, you have the ability to export your list information (Vendors, Customers, Contact, Employees, Inventory Items, Jobs, Phases, Cost Codes) from your original company, and then import the same into your New Company. There are some special things that need to be taken into consideration when doing this, and the order in which you import is very important. If you should need assistance with this process, please reach out to us at https://pcosupport.com, as we have helped hundreds of clients with this process over the last 30+ years.