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3. Open the example company in ManagePLUS

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This topic shows how to add and open a new company file in ManagePLUS.

ManagePLUS companies correspond 1:1 with QuickBooks companies. Adding a new company in ManagePLUS establishes a "connection" with a specific QuickBooks company; in this case, the Crop Production Records example company.

Adding and opening the example company in ManagePLUS

In QuickBooks:

1.Start QuickBooks and open the example company, as described in prior sections.

When working with ManagePLUS it's a good idea to have QuickBooks running and the desired company file open there. That lets ManagePLUS access data from QuickBooks much more quickly.

In ManagePLUS:

2.Start ManagePLUS.

 The first time you start ManagePLUS the No Company Open window should appear.

 If the No Company Window is not showing, choose File > Open Company... from the main menu.

3.Click on the Add New Company button in the No Company Open window.

 This will open the Connection Wizard, to help you establish a connection between ManagePLUS and the open QuickBooks company.

4.Follow the instructions in the Connection Wizard to establish a connection and set up the QuickBooks company properly for automatic data access by ManagePLUS.
You'll find a video of all the Connection Wizard steps in the ManagePLUS  Videos & Tutorials Library on our Web site.
On completing the Connection Wizard, ManagePLUS should display a "connected" message.
5.Click OK to close the "connected" message.
ManagePLUS will open the newly created company file, displaying a blank main window, ready for work.

 


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