Need to create a new account similar to an existing one? Instead of starting from scratch, you can duplicate any Chart of Accounts record. This helps maintain consistency and saves time, especially when setting up multiple related accounts.
Steps to Duplicate an Account:
Open your Chart of Accounts Table.
Select the checkbox next to the account you want to duplicate.
Click on the Row Action button.
Choose Duplicate from the dropdown menu.
A copy of the selected account will appear in your table, which you can then edit if needed.