How Do I Add More Companies?

From the main page, hover your cursor over the company field in the menu header. The drop down list of your companies will appear. Choose Add Company.


From the CPA Settings pop up menu, choose Company Settings.

Enter the name of the company you wish to add, and then click on Add Company.

Once the company is added you will see a message displayed confirming success. To view the addition, hover the cursor over the company field in the menu header.

 

The new company will appear in the drop down menu.

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