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Hello, lrhmail451.
There's no need to call and I'd like to clarify and elaborate more on the Copy Account function.
The Copy Account function only works for the account name, not the entire line. We use it to paste multiple account names on transactions such as journal entries and other forms.
Also, we're unable to use it to create a new account in the Chart of Accounts. The reason being is that it's a list menu, and not an edit window. Although, you can paste the account name in the Add new account window when making a new account.
Instead, you'll want to use the import function to add new accounts in the Chart of Accounts. You can check this article for a guide in using the Standard and Advanced Import features: Import or export MS Excel files.
You can also use the Import from Excel function. Though, you might have to format and create your own Excel spreadsheet file for the new accounts:
- Click the List menu, then choose Chart of Accounts.
- Choose Import from Excel.
- Browse for your spreadsheet file.
- Select an account mapping option.
- Click Import.
You're welcome to visit our articles if you need help reconciling your bank accounts, managing customers, editing your lists ,etc.. Check them out here.
I'm up to answer other questions you might have for QuickBooks Desktop. Add your details in the reply section below again and I'll get back to you as soon as possible.
