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Adding or deleting a company

Having more than one company in Sage Accounts can be a great way of keeping your accounts in order. Extra companies can be used for more than just the obvious - you can use them for different financial years, departments and regions too.

The steps below explain how to create a new company, add an existing company and how to delete a company.

To set up multiple companies you need to have a multi-company licence for your software. If you need to upgrade your licence, you can do this by calling Sage on 0800 33 66 33.

To create a new company

1. File > New > Company.
2. If required, click Yes > Set-up a new company > Next.
3. Complete the ActiveSetup wizard > Finish.
4. In the Logon box type manager > OK.

You have now successfully set up a new company in Sage Accounts.

To add an existing company held on another PC

Note: If your data is on another computer you must ensure the data folder is shared to access the data. You must also ensure that the other computer has the same version of Sage Accounts installed.

1. File > Open > Open Company Data.
2. If required, click Yes > Add Company.
3. Use an existing company stored on your network > Browse > locate the data or type the data path > OK > Next > Connect or Convert.

You have now successfully added an existing company to your Sage Accounts software.

To add an existing company by restoring a backup

1. File > New > Company.

2. If required, click Yes > Restore data from a backup file > Browse > locate the backup or type the path to the backup file > Open > Next > Restore.

   Tip: If the backup was taken in an earlier version of Sage Accounts, the data is automatically converted and the data is checked. Read more

3. Enter the username and password as required.

You have now successfully added an existing company by restoring a backup in your Sage Accounts software.

To delete a company

If you want to remove a company from the list of available companies without deleting it. Read more

Note: We strongly recommend you take a backup of each company before you delete any companies as this deletes all of the data. The first company you create is the default company and you cannot delete the default company.

1. Ensure you are not logged in to the company you want to delete.
2. File > Delete Company > Yes.
3. Select the company you want to delete > OK > Yes > OK.

You have now successfully deleted a company.