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Is it possible to split my business profile in AgExpert into two entities?
We'd like to keep separate records for our construction work and our farm, both of which we run through the Corp.
How would I do this?
Good afternoon Jennifer!
Splitting your file into two companies is a bit of a manual process unfortunately. I'm not sure if you are on the desktop version or online version, but the process really remains the same.
You will need to create a second file to track the second business. In this second business, you can setup whatever accounts you need, with opening balances.
In the first file, you would then need to make some adjusting entries to essentially remove the balances from the database.
The bottom line is that there isn't a really "fast" way to do it with a click of a button unfortunately. If you want some assistance going through this process, you can give us a call at 1-800-667-7893, and we can get into more detail with your file and the steps needed based on your particular setup.
Thanks!