Copying transactions and lists between entities

Duplicate invoices, bills, journals, items or customers into other companies as drafts with their own numbers; standing mirror rules keep lists in step.

Accounting → Copy Between Entities.

Duplication, not intercompany. An intercompany transaction creates a due-to/due-from pair because one economic event spans two books. A copy creates a separate document in the target because you want the same shape of thing — seeding a new LLC from a template company, or the same standard journals across a dozen franchise entities.

How it runs. Pick the source, the kind (transactions, accounts, items, customers, vendors, classes, recurring templates), filter and tick the records, and pick one or more targets. For transactions the chart of accounts is mapped by number then name; unmatched accounts are fixed by hand and the map is saved per company pair so the next copy needs no work. Customers, vendors and items are matched by name and created in the target when missing.

Run, then apply. Run shows a per-target diff — what will be created, what is skipped because it already exists, what cannot be copied and why. Nothing changes until you apply.

Two rules. Copies land as drafts (post immediately is a separate choice that still passes the target's period lock and trust). Numbers are always re-issued by the target's own sequence — INV-1042 in the source becomes the target's next number, with "copied from" kept as provenance.

Standing mirror rules copy new lists automatically: every customer created in A also appears in B and C. A record already present in a target is skipped, never duplicated.