How To Add A Different Business
What you need to know:
With an AgExpert Accounting Premium subscription, you can manage up to five businesses for each account you have.
What you need to do:
Have an active AgExpert Accounting Premium subscription or have an accepted share of a business from another AgExpert user.
Ensure you have the necessary business information available, such as the business name, fiscal year-end date, and other relevant details, before creating a new business.
How to (Step by Step):
To add an additional business to AgExpert Accounting:
Select the drop-down menu showing the business you are currently in and click Manage businesses.
You will get a slide-out menu from the right. If you don’t already have five businesses under this account, you can add a new one with Add.
Enter your Business display name. This is the name that will appear in the business drop-down menu. Click Add business.
Select I’m starting fresh or Migrate my data.
I’m starting fresh will take you through the business set-up process.
Migrate my data will take you through the migration process found.
Tip: To switch to another business, select the drop-down menu showing the business you are in and select another business.
References and Additional Resources
Still have questions? Contact support
Contact us at 1-800-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.