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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, and usernames and scripts that you have set up. You can delete the items you don’t need once the new file is created.

To clone a local document:

  1. Open the document in MoneyWorks
  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.

To clone a document that you log into on MoneyWorks Datacentre or MoneyWorks Now:

  1. Log into the document, as an administrator
  1. If you are on MoneyWorks Now, make a new user with Administrator privileges

This is because when you logged in via the MoneyWorks Now login gateway, you likely do not know your own document passord. You will need to be able to log into the backup. Set a password on the new user.

  1. Save a backup of the document to your computer using File>Save a Backup As...

Don't include Custom Plugins in the backup. File type is just Accounts Backup.

  1. Disconnect from the server

  1. Open the backup file in MoneyWorks Gold

Log in with your username, or if you backed up from MoneyWorks Now as the new Admin user you made in step 2.

  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

10. 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.

11. Close the backup file

12. Open the clone file you just created

13. Choose File>Users and Security

If you wish, you can now use the Upload to Server button to upload the new clone to your server.

Note that for a document from MoneyWorks Now, any other users will need to be re-granted access on MoneyWorks Now after uploading to a MoneyWorks Now server. If you will use the document locally or on your own server, you will need to set new passwords on any users that had been logging in via MoneyWorks Now (or alternatively, users can use the MoneyWOrks Now gateway API to retrieve their passwords).

Account Types Maintaining your Chart of Accounts