Win Accounting
General Ledger User Guide
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5.2.1. Copy Master Code List

 
Use the Copy Master Code List utility to quickly and easily copy already-existing accounts / account codes from one company to another
 
Win Accounting's General Ledger Module comes standard with a Sample Company - this company contains an extensive Chart of Accounts, relevant for a stereotypical company
 
Easily copy the Master Code List from the Sample Account to bring in all the typical accounts you may require, thus speeding up the General Ledger company creation process
 
Account Codes copied from the Sample Company are entirely flexible - easily modify and existing account and/or insert additional company-specific accounts with ease, as necessary
 
As Win Accounting offers Multi-Company creation, this Copy Master Code List feature is extremely handy when you wish to create a new/secondary company, with the same accounts as an existing company
 
Using the Copy Master Code List utility will only copy over the Account Codes into your current company's Chart of Accounts - No data or financial information will copy over
 
Note: this feature only copies - and does not replace - accounts/account codes. Any existing accounts already added to your Chart of Accounts will remain unchanged
 
 

Using the Copy Master Code List feature:

 
Copy Master Code List
 
Copying the Master Code List from an existing company is easy, simply select/click on the company that you wish to copy from - and click the "Copy" button
 
Easily verify the company that you will be copying the selected codes to by viewing the "Current Company ID name shown on the Copy Master Code List window
 
Once the Code List has been copied, view the Chart of Accounts within the General Ledger Maintenance Tab to view the new accounts