setting up a new company file
Hello There, We are moving forward to the new year and we wanted to set up a new company file for the existing company. we want to delete the whole lot of porducts which are discontinued and ...
Forum Discussion
Hi Ronaksarani,
Thank you so much for your post and welcome to the Community Forum!
In addition, If you're using AccountRight, the process of setting up a new company file involves using the New Company File Assistant. You can access this by selecting File >> New or choosing "Create a Company File" from the Welcome Window when you first open the program. The Assistant will guide you through the necessary steps to establish the new company file.
Once the company file is created, you can input opening balances for accounts through Setup >> Balances >> Account Opening Balance, and for Customer/Supplier balances via Setup >> Balances >> Customer Opening Balances/Supplier Opening Balances. Alternatively, you can access and enter these balances through the Easy Setup Assistant option by going to Setup >> Easy Setup Assistant.
For more detailed information on setting up a company file in AccountRight, please refer to the Help Article titled Create a company file"
Feel free to post again, we're happy to help!
Regards,
Earl
