Understanding Copying Accounts to Business Units

After you create your model chart of accounts, you must review and revise it as necessary. Then you can create your actual chart of accounts by copying the object and subsidiary accounts that are assigned to a model business unit to your actual business units. This process saves time and ensures consistency throughout your account structure. You can copy:

  • All or a range of object accounts from one business unit to another.

  • Object accounts at a given level of detail.

  • All or a range of object accounts from one business unit to multiple business units of the same business unit type.

  • All or a range of object accounts to a specific company or across all companies.