Data Hosting - Accepting an Invitation Manually

How do I accept an invitation manually?

• Click on Setup > Data Hosting menu option.
• Click on the Invitations tab.
• Click on the Enter Code button.
• In the Accept Invitation window:
  • Enter Invite Code that appears on the Accept Invite email sent to you. 
• Click OK button.

An example of the Accept Invite email:

• Click Yes to the Confirm message: 'Invite code "HE6EYIAC" has been successfully activated. Do you want to add this company to Cashbook now?'
• You will be taken to the View Company window.
  • Click OK to down load the company data.

  • Downloading data window looks like this:

    

     

• In the Hosted Companies tab.
  • The Company should now be in listed under Company Name.
  • Click on the Close button.
  • You will now be able to open this company file in your Cashbook Plus!