Cloning an Existing MoneyWorks Document

If you already have an existing MoneyWorks file and you want to use its chart of accounts in a new file, you can save a “Clone”. This new file will contain the current chart of accounts, plus any currencies, name records and products that you have set up. You can delete the items you don’t need once the new file is created.

Note:  You cannot save a cloned copy if you are Datacentre or MoneyWorks Now client. Instead, save a backup of the file to your local hard drive using File>Save a Backup As..., then open that backup file and follow the instructions below (and, having made the clone, upload it back to the server again if need be).

To clone a file:

  1. Choose File>Save a Copy As

The Save A Copy As window opens

  1. Choose the option Save an Empty Clone
  1. If necessary, specify a new balance date
  1. Click Continue

The standard File Save dialog will appear

  1. Name the file, and choose its location, and click Save

A new file with no transactions (and the new balance date) will be created for you. The current file remains open. Note that all ledger, customer and stock balances are set to zero.