Getting started 3: Create a company or switch in

Start fresh

1. Choose to create a company.
2. Pick your country. This sets the currency, the tax lines and how long records are kept.
3. Check the list of accounts. You can rename or add accounts any time.
4. Add your customers and suppliers.

Switch in from another app

You do not have to retype anything. Pop Books works from files you export, so it never signs in to your old app.

1. Open Switch from… in the side rail.
2. Read the short guide for your old product, and export the files it lists.
3. Choose From another product or From a spreadsheet, and drop the files in.
4. Check the columns and account types, and choose your cut-over date.
5. Run the dry run. Nothing is written yet.
6. Choose Bring it in.
7. Download the proof check (PDF). It puts your old trial balance next to the new one.

You can undo a switch for 30 days.

Plain or Accountant view

You can read the same books in two ways. Plain uses everyday names. Accountant uses the usual accounting names.

Next: Getting started 4, Set up a backup place.