How do I copy a chart of accounts from one client to a new one?

Hi there, Rack. I'll show you how to copy a chart of accounts from one client file to a new one.

To make this happen, you'll have to export the data from the original company file first.

Follow these steps to do the export process:

1. Navigate to the File menu and click Utilities.  
2. Select Export, then Lists to IIF Files.
3. Choose Chart of Accounts and export the list to an IIF file.
4. Browse the location where you want to save your file and hit Save.

Next, open the new client file for the import process:

1. Go to the File menu, select Utilities,
2. Click Import, and choose IIF Files.

Importing the saved IIF file will bring the chart of accounts into the new client file.

Refer to this article for more information: Export lists from the old company file into a new data file.

Feel free to drop a comment below if you have any more questions. We're always here to help. 

Hi @Rackcpa,

I just wanted to follow up to check if the resolution we provided helped resolve your issue.

Please let us know if everything is now working as expected or if you're still experiencing any problems.

We'll be glad to assist further if needed.