In this topic: |
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 ![]() |
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. |
Page url: http://www.goflagship.com/help/mp/index.html?wrk_openinmp.htm