Clone Account

Creating New Accounts by Cloning

To streamline the process of creating new accounts in GoldFinch, it is recommended to clone an existing account that is already configured, rather than creating one from scratch.

Steps to Clone an Account:

Select the Account you want to clone from the list of existing accounts.

Click on the Clone button.

• Enter the New Account Name.

• Select the Clone Account button to complete the process.

Article Clone-Account  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center