Copying a chart of accounts

You can create a new chart of accounts by copying an existing chart of accounts and making changes. The copy process copies summary accounts, detail accounts, and all account options. This procedure describes the process for copying a chart of accounts.

  1. Access Chart of Accounts (GL00.1).
  2. Click New Chart to access Define Chart (GL00.2).
  3. Select the chart of accounts to copy.
  4. Click Copy to access Copy Chart (GL00.9).
  5. Specify a name and description for the new chart that you want to create.

Related reports and inquiries

To Use
List the chart of accounts for a specific chart name, section, and depth Chart of Accounts Listing (GL200)
List the differences between two charts Chart Compare (GL215)