TASBooks - To create or add a new company

When you first install TASBooks, you must create your company or companies, depending on your licence. If you're already using TASBooks, you can create your companies using backups of your existing information. For example, if you receive a backup from your accountant, or if you're transferring your TASBooks software to a new computer.

Tip: If you want to, you can merge the data of two or more of your existing companies to create a consolidated company. Once you've done this, you can print management reports representing the group of companies as a whole. For more information about how to set up a consolidation company, please refer to article 34254.

The following steps contain everything you need to help you create a company in TASBooks.

To create a new company

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Create a new company from scratch > Next.
  3. Enter your company name, address and contact details > Next.
  4. Check the company details are correct. If they're not > Back > make the necessary changes > Next.
  5. To create your company > Finish > Close.

You've successfully created your new company in TASBooks. Next, you must set up this company. For more information about how to do this, please refer to article 34255.

To create a new company from a TASBooks backup file

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Create a new company from a backup file > Next.
  3. Enter Backup Folder > Browse > locate and select the backup file you want to restore > Open.
  4. Next > Finish > Close.

You've successfully created your new company in TASBooks.

If you're upgrading from a different TAS software using a backup of your data

If you want to transfer your company information from a FirstBooks, TAS BOOKS 2 or TAS BOOKS 3, TAS BOOKS Basic, TAS BOOKS 1 or Zebra backup, you can use this option.

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Transfer from a different TAS program > Next.
  3. Select the program you took your backup with > Next.
  4. Note: If you're unsure of what program your backup was taken in, select I'm not sure > Next.

  5. Enter Backup Folder > Browse > locate and select the backup file you want to restore > Open.
  6. Next > Finish > Close.

You've successfully created your new company in TASBooks from a program backup.

The following steps contain everything you need to help you create a company in TASBooks.

To create a new company

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Create a new company from scratch > Next.
  3. Enter your company name, address and contact details > Next.
  4. Check the company details are correct. If they're not > Back > make the necessary changes > Next.
  5. To create your company > Finish > Close.

You've successfully created your new company in TASBooks. Next, you must set up this company. For more information about how to do this, please refer to article 34255.


To create a new company from a TASBooks backup file

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Create a new company from a backup file > Next.
  3. Enter Backup Folder > Browse > locate and select the backup file you want to restore > Open.
  4. Next > Finish > Close.

You've successfully created your new company in TASBooks.


If you're upgrading from a different TAS software using a backup of your data

If you want to transfer your company information from a FirstBooks, TAS BOOKS 2 or TAS BOOKS 3, TAS BOOKS Basic, TAS BOOKS 1 or Zebra backup, you can use this option.

  1. Open TASBooks > from the TASBooks Company Manager window, select Add New.
  2. Select Transfer from a different TAS program > Next.
  3. Select the program you took your backup with > Next.
  4. Note: If you're unsure of what program your backup was taken in, select I'm not sure > Next.

  5. Enter Backup Folder > Browse > locate and select the backup file you want to restore > Open.
  6. Next > Finish > Close.

You've successfully created your new company in TASBooks from a program backup.

© Sage (UK) Ltd 2016. All rights reserved

Sage