Exporting a Payable account to other associations

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Exporting a Payable account to other associations

Question : I have several associations and I have created a payable account in one of them.

Is there a way to be able to copy that information and paste it into another association ?

Yes. You can export any payable account to any association (to several associations at the same time if needed).

You can also import accounts from any other association (not only a payable account; any account from any association (as far as the number series are the same of course).

To export the payable account to one, several or all your associations :

•	Use the menu Info > Payables

•	Select the account you want to export to other associations

•	Click on the button named ‘’Export this Account to Other Associations’’ (bottom right)

•	A new window will appear with all your associations on the left side

o	It could take some time if you have a lot of associations

•	Transfer to the right, the associations in which you want to have this payable account created

o	If the account already exists in one or several selected associations, a warning will request your authorization before replacing the account having the same number in the other association

▪	It will give you the name under which it is created and the new one you want. You must decide if it is the same account or not.

•	Example : Electricity Power Company is different from Electricity Power inc. for a computer but is the same for you.

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“Confirm”