It is only possible to import a Chart of Accounts into a company with no transactions, invoices or budgets

Step 1: Export Data

Note: Before beginning please ensure that the open company is the one you wish to export the chart of accounts from

1. Click on File 
   
2. Data Transfer
   
3. Export
   

Step 2: Save File

1. Click on the Chart of Accounts tab to see the location that this file will be saved to
   
2. To change this location click Browse, select a new location to save the chart of accounts to
   
3. Click OK/Save 
   
4. Click OK
   

Step 3: Change Companies

1. File
   
2. Companies
   
3. Select the company to change to
   
4. Select
   

Step 4: Import

1. File
   
2. Data Transfer
   
3. Import
   

Step 5: Load Export

1. Click on Load Export
   
2. Select the exported chart of accounts file
   
3. Import