How do I add a new company in Cashbook Platinum?
Click on the File > Companies menu option.
In the Available Companies window click on Add button.
* Click on the OK button.
A. Adding a New Company via the Wizard
Step 1 - Company Details
Step 2 - Further Company Details
Step 3 - Enterprises and Chart of Accounts
Step 4 - Build the Company File
Step 5 - GST Configuration
Step 6 - Chart of Accounts Customisation
You can make any adjustments to your chart of accounts:
Click on the Next button to continue.
Step 7 - Opening Assets and Liabilities (not available in Level 1 Platinum)
Step 8 - Finalization
B. Add a New Company Via FASTADD
Step 4 - Accounting Periods
Step 5 - Restore your data into the new company
For instructions on how to restore data from a backup click here.