Copying COA
Copying COA
To copy the chart of accounts from an existing association:
Select Accounting > Chart Of Accounts. If you are using universal navigation, click Accounting > Settings > Chart Of Accounts.
Select the association from which to copy the chart numbers, then click Copy.
On the Select Accounts popup, choose All Accounts and click Accept.
Click OK to confirm.
Search for and select the new association.
Click Paste on the Paste – Chart of Accounts screen.
Select the Click here to paste into: ‘Association Name’ link, then click Paste.
Click OK to confirm.
