Creating a new company from the beginning or from an existing company
Description

â–¼Creating a new company containing no existing company information

â–¼Creating a new company based on an existing company's information

 CAUTION: Menu 1-5 Bank Feeds won't work if you create a new company based on the Sample Company.  

These items import from the existing company:

  • Fiscal Year End date
  • Ledger Accounts (chart of accounts)
  • General Ledger Setup
  • Clients
  • Vendors
  • Employees
  • Payroll Calculations
  • Workers' Compensation setup
  • Employee Positions 
  • Paygroups
  • Payroll Unions
  • Local Payroll Tax setup
  • Cost Codes 
  • Parts
  • Assemblies
  • Part/Assembly Classes
[BCB:154:Chat 100 Contractor US:ECB]