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.

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.