If you have set up a company and you want to copy over some or all of the settings to a new company eg. Nominals, Products and Services, Jobs, Bank Accounts, Customers and Suppliers then read this article. The article will provide step by step instructions. You can choose to copy some or all of these settings.
Articles in this section
- How to use the PayPal feature on invoices
- How to add signatures to invoices quotes or delivery dockets
- Dropbox / SortMyBooks Integration version upgrade
- How to integrate with AutoEntry
- How to use the SortMyBooks APIs
- How to clone a company
- How do I export Customers, Suppliers and Products from Big Red Cloud to Excel?
- Import Products & Services
- PayPal Troubleshooting
- How to use the Dropbox integration for Sales & Reports