Starting a New Company
The user has incorporated and wants to "start over" with a new set of books in Goldenseal accounting software. They want to keep some of their data from an existing Goldenseal file, but throw some things out.
This may also happen if they are starting a second company that has some overlap with their first one, or if they want to make a major change to their setup and want to "start over " with their company file.
NOTE-- You really don't need to "start over" with a new file at the end of the year! At Turtlesoft, we have over 20 years of data in our company file, and Goldenseal still works fine. This link has information about how to reduce clutter in a file, and make it run faster. That will probably be easier and better than starting over completely.
First, prepare the existing company file by marking the items that should be exported to the new file. To do that, follow these steps:
After the original file is prepared, export the data from it. To do so, follow these steps:
Next, start a new company file. It's usually best to start with a starter file, which will contain the latest unit costs and calculators. To get one, follow these steps:
Finally, import your previous company data into the new file. To do so, follow these steps:
Entered 5/16/05 by Dennis. Updated 11/5/2010.