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QBPOS-Help/backups/backup_html_20260109_181155/companydata_create.htm

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<title>Create a New Company Data File</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Create a New Company Data File</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Use this procedure to create a new Point of Sale company data file.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note:</span> &#160;In a multi-workstation configuration, this feature is available only from the <a href="../qbpos_help_and_support/help_wstypes.htm">Server Workstation</a>.</p>
<p class="Help-Note"><span class="hcp1">Note:</span> &#160;If this is the first time you are running Point of Sale and you have been prompted to create a company file, start with step 4 below.</p>
<p class="Help-Info-Line">To create a new company data file : &#160;</p>
<ol>
<li class="p-Help-Steps">
<p class="Help-Steps">In a multi-workstation configuration, close Point of Sale on all client workstations.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">From the <span class="hcp1">File</span> menu, select <span class="hcp1">Company Operations</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">In the dialog displayed, select <span class="hcp1">Create new company</span> and click <span class="hcp1">Next</span>.</p>
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<li class="p-Help-Steps">
<p class="Help-Steps">Enter a unique name for the new company data, then click <span class="hcp1">OK</span>.</p>
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</ol>
<p class="Help-Indent">(Pro) Also specify your store type and, if a remote, specify a store number before clicking <span class="hcp1">OK</span>.</p>
<p class="Help-Indent">Point of Sale displays a status indicator as it creates the new company data.</p>
<ol start="5">
<li class="p-Help-Steps" style="font-weight: normal;">
<p class="Help-Steps" style="font-weight: normal;">Click <span class="hcp1">OK</span> when the confirmation dialog is displayed.</p>
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</ol>
<p class="Help-Indent">The registration screen (if applicable) and then the <a href="../qbpos_equipment/equip_hwsetupwiz.htm" class="hcp2">Hardware Setup Wizard</a> and <a href="../qbpos_interview/iview_overview.htm" class="hcp2">Setup Interview</a> will launch to assist you in configuring the program for your store(s).</p>
<p class="Help-Text" style="font-weight: bold;">&#160;</p>
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