Problem reported by Marc Green 8 years ago
Does anyone know how to import account codes?
We actually use Clear Books for multiple companies and we want to ensure that the account codes are the same across the board.
Any easy way to do this?
SolvedYou can create a template for a 'master' company to use each time you set up a new company. We have done this to use standard account codes and toggle features.
The support guide is here:
https://www.clearbooks.co.uk/support/guides/for-accountants/creating-and-using-a-template-account/
Hi Marc - unless you have a "Partner" subscription, you won't be able to see the client templates Ros refers to, I'm afraid.
You must 