You can export all your Accounts, Contacts and Items from your file so that you can import them back into a new file.

Step 1. Export your Accounts, Contacts and Items from your old file

1. From the main menu choose Reports > Export Accounts
2. From the Accounts List screen chose Export as spreadsheet (CSV)
3. When the listing appears save the Spreadsheet to your desktop
4. Repeat for Items and Contacts

Step 2. Create your New File

1. Create your new file in the Manage area. Click on My Saasu and then the Subscription Folder
2. You should be at the Manage Subscription screen
3. Create a new file in the Files section at the top of this screen
4. Go into the new file by clicking My Saasu and then clicking on the file
5. From your new file choose Accounts.
6. From the Accounts List screen choose Import
7. Select spreadsheet (CSV) from the menu and then search for the Accounts file on your desktop
8. Repeat the above import step for Contacts and Items

You can migrate some information

We are working on making this a complete process. At present Opening balances, Bank Accounts and Payroll information will need to be manually re-entered into your new file. If you have a lot of data get in contact with us for some help ideas.

I want to create one master template file that I use for all new files I create

Create export spreadsheet (CSV) files for your Accounts, Contacts and Inventory Items lists. When you create each new file import these into it. You will then need to set your settings and enter opening balances (if an existing business).