Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho One subscription for the one company and have adapted it to our manufacturing, sales, customer service, etc. with many customization and automations.

For a number of reasons, we are going to change our corporate structure for 2023. Company A LLC will continue to exist as a "holding company". We will be forming a new legal entity, Company B, as the operating company that will continue to make and sell Product B. This will be a wholly-owned subsidiary of Company A. We will also have other operating companies as subsidiaries of Company A, but that's not terribly important to the question at hand.

Because of the customizations and automations already in place, we want to keep most of the current Zoho One implementation and rename it as Company B. That part is easy.

The problem is Books and Inventory. Company B will be a new entity and will need to have a fresh set of books starting Jan 1, 2023 with no history.

Optimally, I'd like to carve out the current Books and Inventory instances and plop them into a new Zoho One instance for Company A, with company B continuing on the current instance with a fresh version of Books and Inventory in place along with all automations and customizations.

Is this (or something like this) possible? Or am I going to be stuck having to recreate all of my automations and customizations in a new instance of Zoho One for Company B to get the pristine set of accounting books that I will need?

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
How to Add Users to your Organization in ZohoMail?
A better clarity so you can create other users to start using Zoho Mail. You can directly Add Users from the Control Panel to your Organization. You can invite users with the existing email address. If the person (user) already uses ZohoCRM, then you can import users from Zoho CRM. You can also import them using a .csv file. (if you are planning to add them in Bulk) In this topic, We will be discussing on how to Add and Invite users only. The Import options are self explanatory. ____________________________________________________________________________________________________________

New to Zoho Social?

Manage your brands on social media

Access Zoho Social