New set of books started today

Question asked by Taryn Edge 6 years ago

Hi there,

My PA made a mess of me Feb ending 2013 books, so..... is there a way I can close this set of books, and reopen the new company I have created?

I would like access to what was done on the old account if possible? But nothing will be added, it can be dormant - just for view.

Please assist

thanks

Taryn

4 Replies

Hi Taryn, could you please raise this issue as a Support Ticket?

That way we can get account specific information from you which will help us investigate further.

Hi Taryn

Reading between the lines, I presume you're a Clear Books user already. If you have an existing account but want to open a new account (but keep the old one open) you will have to pay two subscriptions as there's currently no cheaper read-only alternative.

One option would be to export all reports etc then start afresh as you are but there's every possibility you can keep your existing account and just make various adjustments.

Do you have an accountant? If so, I would suggest speaking to them before doing anything too drastic. There are likely to be tax implications whichever route you take so you need to tread carefully.

Okay thank you Kevin.

In the free trial version Im busy on, the new set I've opened.The bank recon is out by like 47 cents, and I've double checked all entries.... is it just that the free trial sample rounds of cents, or does it work as effectively?

Hi Taryn, could you please raise this issue as a Support Ticket?

That way we can get account specific information from you which will help us investigate further.

I found the error.

And purchased new set of books, so no longer on trial.

Thank you

Reply to this question

Attach images by dragging and dropping or upload
 

Your comments will be public and can be answered by anyone in the Clear Books community.

Find out what we do and who we are