Setting up a company

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In multi-company, the companies can share clients, contacts, vendors, departments, chart of accounts, and setups and preferences of the main organization that do not require individual settings.

Each company has its own average labor budget rates, client invoicing options, report and invoice logos, fiscal dates, payroll type and payroll start date, and beginning balance date. With this information, you can run payroll and produce client invoices, financial statements, reports, and inquiries separately as needed.

To set up a company

1. From the > Setup menu, click Company > Companies.
2. Place the cursor one row above where you want the new company.
3. Click the New button.
4. Set up general preferences.
5. Set up billing and payroll preferences.
6. Set up integrations.
7. Add attachments or enter notes for the company.
8. Click Save. The company appears in a row below the cursor. To move it, click the row and click or .