How do I create a new company in Cashbook?
When you first install Cashbook Platinum, a Demonstration company is automatically set up for you. The Demonstration company is a sample company that you can explore to see how Cashbook works.
There are 2 methods of creating a new company - Fast Add and Wizard. If you have not set up a new company before, we strongly suggest that you use the Setup Wizard to assist in setting up your new company. The Wizard enables you to set up and customize many features of your company, using a simple step-by-step interview procedure.
Setup - Adding a New Company
Step 1: Company/Entity Name and Basic Details
Step 2: Contact Information and Other Settings
Step 3: Enterprises/Chart of Accounts.
Note: These default charts of accounts and enterprises that are automatically set in conjunction with the selected template, can be modified to suit your requirements any time after initial setup. (Chart of Accounts can also be customized in Step 6 of the Wizard process.)
Step 4: Build Cashbook Company File
Step 5: GST Configuration:
Step 6. Chart of Accounts Customisation (advanced Option):
Step 7. Opening Assets and Liabilities (Advance Option):
Step 8 Finish building your Cashbook company: