The Businesses tab serves as the landing page when you open the application. On this screen, you can see all the businesses you have added and choose which one you want to work on by clicking on its name. Additionally, options for adding a new business, removing existing ones, or importing existing business are accessible from this screen. It's the starting point which allows to navigate to the specific business entity.
Create New Business
After you have downloaded, installed, and launched the program on your computer or accessed it via a web browser, click Add Business and select Create New Business in the dropdown box.
Enter Business Name you want to appear in your list of businesses.
Then click Create New Business button.
After you click Create New Business button, your business will be created. In the side navigation, you will see 4 initial tabs. To add more tabs based on your business requirements, click Customize link at the bottom.
You can also import existing business that was created using Backup button.
- If you are using Desktop Edition and wish to move your data to Cloud Edition. You can use Backup button on Desktop Edition to obtain backup file of the business. Then import it into Cloud Edition. The opposite direction works too when you can transfer existing business from Cloud Edition to free Desktop Edition.
- If you are using Desktop Edition and have new computer. You can use Backup button on your previous computer to obtain copy of your business, then import it into Desktop Edition on your new computer.
To import a business, click Add Business and select Import Business in the dropdown box.
Select file from your disk, then click Import Business button.
You will be returned to the Businesses tab listing your businesses. Click on the imported business to open it so you can verify it was restored properly.
Redundant or unneeded business names can be removed. Under Businesses tab, click Remove Business button:
Select the business to be deleted in the dropdown box and click Remove Business