Creating Second Company File

This thread is now closed to new comments.
Some of the links and information provided in this thread may no longer be available or relevant.
If you have a question please start a new post.
BB937
Experienced User
23 Posts
Experienced User
Experienced User

23Posts

3Kudos

0Solutions

Solved: Go to Solution

Creating Second Company File

Hello, we are about to create a second online company file (I have previously confirmed we are entitled to 2 company data files).

 

I have had some practices in Clearwater exporting and importing data, but would prefer a blank file to import our Chart of Accounts with no exisiting balances in the file.

 

Can we create a new data file, import the lists, and if that mucks up, delete that file and start again ?  And when we are happy with the end product - Activate it ?

 

 

3 REPLIES 3
CloverQ
9,085 Posts
Former Staff
Australia
Former Staff

9,085Posts

0Kudos

1,386Solutions

Accepted Solution Solved

Re: Creating Second Company File

Hi @BB937 

 

You certainly can. When creating a new company file, skip the serial number step so the file is not activated. You can use this file locally for up to 30 days before having to activate it, if you do not like it, simply delete it then create a new one. 

 

When creating the company file you can choose to either use one of our account list templates or choose to start blank and import your own, more details can be viewed on this Help page, should you be interested - create a company file.

Kind regards,
Clover

MYOB Community Support

Online Help| Forum Search|Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

BB937
Experienced User
23 Posts
Experienced User
Experienced User

23Posts

3Kudos

0Solutions

Re: Creating Second Company File

Thanks very much for the info.  Success !

denise63
1 Post
User

1Posts

0Kudos

0Solutions

Re: Creating Second Company File

sounds good so long as I dont lose myexisting company and files

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post