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Copying Data Efficiently and Safely from One Company to Another in SAP Business One

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The Quick Copy is a powerful tool for copying data from one SAP Business One company to another however, it requires planning and understanding in order to best utilize it. This post refers to the major settings that impact the copy process. Copy Method – there are four copy methods, each one serves a different data category: For example, Chart of Accounts is supported only by ‘Delete All Records Then Add New Records’ copy method, while copying Tax Group is supported by all methods except ‘Delete All Records…’. The online help contains a detailed description of the supported copy methods for each data category. Counting on that working assumption,first, you need to select the required copy method and according to this, the respective data categories will be made available in the data categories tree. Another key setting is the Accounting settings – when copying objects related to Chart of Accounts (for example, Items Master Data), you need to determine which account