Transfer full set-up to new company

1

I want to set up a new company with all the same customers, suppliers and settings. Can I transfer this info to a new company so that I don’t have to manually input all this?

2

  • Backup your Manager business

  • Restore the backup and give it a new name

  • Batch delete anything you don’t want

3

Thanks. This is what I suspected, that there is no automatic way to do it. Rgds.

4

Of course after you have created a template business you can restore it multiple times.

Batch update / create can also be used but is probably more difficult / time consuming depending what you are keeping vs deleting.

I assume you actually need to delete old information, Manager is a perpetual accounting system.