Selecting a Business
- The Businesses screen displays all businesses you have added.
- Select the business you wish to manage by clicking on its name.
Creating and Importing Businesses
- Create New Business: Click Add Business and select Create New Business from the drop-down menu. For more detailed steps, see Create New Business.
- Import Business: If you need to import data from an existing Manager business, select Add Business, followed by Import Business from the drop-down menu. Refer to Import Business for step-by-step guidance.
Removing Businesses
- To delete an existing business, click on the Remove Business button. See Remove Business for detailed instructions and warnings.
Backups and Data Security
- Accounter automatically backs up your business data in Cloud Edition; however, you can also periodically create your own backups for extra precaution. Refer to Backup.
Compacting a Business Data File
Over time, your business file may grow larger than necessary. To reduce the size and improve performance:
- Go to Businesses and click the file size shown for the specific business.
- For further details, see Vacuum.
Administrative Access on Cloud and Server Editions
- If you are logged in as an Administrator, you can see all businesses.
- Non-admin users only see businesses assigned to them by an Administrator. To manage assigned businesses and user permissions, consult the Users guide.