Adding Starter Data

I started with an empty file, and now I want to add data from a Starter File!

The Starter Files that come with Goldenseal accounting software include a lot of useful info that will help you to run your business, including all of the following:

Export Your Data

If you entered some of your own company data into an empty file, you'll need to merge it with a Starter File. To do that, you'll first export your company info. Follow these steps:

  1. Open the Company file you created.
  2. Choose Export from the File menu, and choose Entire Company File from the submenu.
  3. You'll see a dialog asking what to export. Leave it at All Items, and click OK.
  4. Goldenseal will ask for a file name-- enter a reasonable name like 'Goldenseal export'.
  5. Enter the location in which to save the file. Put it in My Documents or some other place you'll remember.
  6. Click Save.
  7. Choose Exit or Quit from the File menu to close this file.

Create a New File

Next, create a new company file. Follow the instructions on page 159 in the Getting Started manual (orange cover), or click here for instructions. Make sure you give the new file a name that is different from your old file.

Import Your Data

Finally, import your company data into the new file. Follow these steps:

  1. Open the new company file that you just created in the Create a New File instructions.
  2. Choose Import from the File menu, and choose Company File from the submenu.
  3. Locate the file that you exported in the Export Your Data instructions, then click Open.
  4. Goldenseal will bring your company info into the new company file.

NOTE-- Goldenseal may not import new Cost Categories, Category Systems, Cost Items or Assemblies that you created on your own. However the Starter File already includes those items, and you can probably use our data instead.

Click here to return to business file topics.