Apply a new template to an existing company

Once you select a template that contains a chart of accounts and select Save, this field is no longer displayed. Even so, you can apply a new template to an existing company by deleting all the data, and then copying the new template. To copy a new template, use the following procedure.

  1. Select the Select existing data to clear link. The Clear Company Data page is displayed.
  2. Select the Clear all data checkbox.
  3. Select Clear all data. All the data is deleted from the company, including any template information that was previously copied.
  4. Choose a new template from the dropdown list.
  5. Select Save. The new template is copied to the existing company.
Any data in the new instance company that was added in the meantime is deleted when you select Save.