1. Adding/opening a new company file

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

Notes

ManagePLUS company files match up with QuickBooks companies 1 to 1. So if you have only one QuickBooks company—the typical caseyou will have only one ManagePLUS company file. But if you work with several QuickBooks companies, you may set up a ManagePLUS company for each of them.
Adding a new company file in ManagePLUS establishes a "connection" with a specific QuickBooks company. This lets ManagePLUS check to be sure it is working with the right company file before refreshing (retrieving) records from QuickBooks.

Adding a new company file

1.Start QuickBooks and open the company, that you plan to work with there.
While working through these tutorials, you may want to use a sample company file supplied with ManagePLUS.

When working with ManagePLUS it's always a good idea to have QuickBooks running, with the desired company file open there.

 

That will let ManagePLUS access QuickBooks data much more quickly.

2.Start ManagePLUS.

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

 If you want to add a new company and the No Company Window is not showing, choose File > Open Company... from the main menu.

3.Click on the Add New Company button.

 This will open the QuickBooks Connection Wizard, to help you establish a connection between the new ManagePLUS company and your QuickBooks company. (Just so you'll know...the Connection Wizard is a part of ManagePLUS, not QuickBooks.)

4.Follow the instructions in the Connection Wizard to establish a connection and set up the QuickBooks company to allow automatic data access by ManagePLUS.
You'll find a video of the Connection Wizard steps in the ManagePLUS  Videos & Tutorials Library on our Web site.
After completing the Connection Wizard, ManagePLUS should display a "connected" message:

5.Click OK to close the "connected" message.

 ManagePLUS will then have the new file open and ready for work.