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Businesses

The Businesses tab is the first screen you see when you open the app. It serves as your gateway to access and manage all your business entities.

Businesses

This screen displays a list of all the businesses you have added. To work with a specific business, simply click on its name.

Managing Businesses

To create a new business, click the Add Business button and select Create New Business from the drop-down menu.

Learn more: Create New Business

To import an existing business from a backup file, click the Add Business button, then select Import Business.

Learn more: Import Business

To delete a business, click the Remove Business button. Be careful—this action cannot be undone.

Learn more: Remove Business

Data Management

Regular backups are essential to protect your data. If you use Desktop Edition, you must manually back up your businesses. Cloud Edition automatically backs up your data, but you can still create manual backups for extra security.

Learn more: Backup

Over time, as you add and delete transactions, customers, suppliers, and other data, your business file may become larger than necessary. You can compact the file size by clicking on the file size displayed next to any business name.

Learn more: Vacuum

If you use Desktop Edition, your data is stored in the default application data folder. The location varies by operating system, but you can move it by clicking the Change Folder button. This allows you to store your data in cloud-synced folders like Dropbox, OneDrive, Google Drive, or iCloud for automatic backup.

User Access and Permissions

If you're logged in as an Administrator on Cloud Edition or Server Edition, you can see all businesses. Non-administrator users only see businesses assigned to them by the administrator through the Users tab.

Learn more: Users

Troubleshooting

Manager may refuse to open a business database if it has become corrupted.

Learn more: Corrupt Database

Manager cannot open business databases created with newer versions of the software. You must update your Manager version first.

Learn more: Newer Version Required