There are two ways to create a new Company in LedgerDocs:
Method 1: Right click on the “Bookkeeping” title on the far left column of the screen. You will see a “Create Company” box appear. Click on it.
Choose between creating a Bookkeeping or TaxDocs company.
Next, type in the name of the new Company, then press enter.
Assign an email address for documents to get uploaded to this Company’s folder (optional).
Your new company will appear in the appropriate category type (Bookkeeping or TaxDocs.)
Method 2: From any view you are able to create a Company on the top left corner of the screen, next to the search bar. Simply click on the + Add Company button to get started.
After this the method to input the data for the new Company is the same as found in Method #1.
Choose between creating a Bookkeeping or TaxDocs company.
Next, type in the name of the new Company, then press enter.
Assign an email address for documents to get uploaded to this Company’s folder (optional).
Your new company will appear in the appropriate category type (Bookkeeping or TaxDocs.)
