Open the new company. On the Copy Company Data page, choose a company to copy from in the Copy From field , and then choose the OK button. Choose the Copy Data from Company.
Then highlight the company you wish to copy the data from and select “Process” from the ribbon and then Copy. Enter a company name and choose OK.
Once this is complete, you can also choose “Edit List” and update the Display Name so that is clear what company you are logged in. Search for Companies, highlight the company you wish to copy and click COPY in the ribbon. It will have you enter a new company name.
Follow the steps and your new company will be copied from the existing company. During your day trial, you can create any number of new companies, but they will only be available during your trial. On the Companies page , you can use the Copy action to create a second company based on the contents of an existing company. This is useful, for example, when you want to test a company without disrupting production data.
Can you copy data from existing company?
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