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Note. Before you import or enter master records for Companies, consider creating master records for Individuals, Item Price Types, Discount and Markup Types, Supplier Price Types, Currencies, Bank Accounts. However, you can create all the missing elements on the fly from the Company master record.
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Click the Create button on the toolbar to add a master record for a new company. For details, refer to Adding a Company.
Click Create Group on the toolbar to create a group. The Companies (create folder) dialog box opens.
The Companies (create folder) dialog box
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On the forms, the only link is:
- Companies GL Accounts: Use this link to view or edit the list of default GL accounts that are used for all the companies available in the database. Also, you can create a new set of default accounts applicable to groups of companies or specific companies. For details, see Companies. GL Accounts
See also
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