Cashbook only shows the Demonstration company.
Cashbook only shows the Demonstration company
Prior to version 2016, when you first installed the Cashbook Plus program, a demonstration company and a "My Business" file were automatically set up for you.
With PS Cashbook Plus! Version 2016 upwards, only the Demonstration company file is installed on installation.
You are now required to create/add a new company file, into which you can restore your own data, or start from scratch.
If you are in the Demonstration company, your Cashbook Plus! window will look the same or similar to the following.:
To Add a New Company
:
Step 1. Select Companies
Click on the
File
>
Companies
menu option
Step 2. Available Companies
Click on the
Add
button
Step 3. Add a New Company
Add a new company via the
Fast Add
method:
-
Click on the Fast Add radial button.
-
Click on the OK button.
-
Enter the following:
-
Company Name
-
Financial Year Starts On - this will automatically default to the start of the current financial year
-
Select a Chart of Accounts from the drop-down list
-
Default Backup Location - optional but advisable
-
Click on the OK button
-
Step 4. Company now Setup
Your new company file is now setup:
Step 5. Restore your Backup
To restore your backup file into new company
:
-
Click on File > Restore Data Files menu option.
Follow this link if you wish to
Add a New Company
.
Article ID 672