Forum Message

Changing Accounts

Hi All

Can anyone tell me how to change accounts without closing solar accounts down.

for example.

Company 1.slr ( I have to close down solar then open )
Company 2.slr

cheers


Posted by Russell Williams on Jun 4, 2014 12:22 PM BST

Hi Russell,

On Windows you can simply double-click on the file in the Documents folder - this allows you to open multiple files simultaneously.

On Mac you cannot open multiple files in Solar Accounts simultaneously. A workaround is to export the list of transactions from one file to a spreadsheet and open it in Excel, then open the second file in Solar Accounts.

Regards,


Posted by Mark McLaren (Solar Accounts) on Jun 4, 2014 12:27 PM BST

Hi Russell

Or maybe..........Assuming you are currently in Company1.slr with Solar

Rather than opening up a 2nd "session", (which I find can be confusing), you simply go within the current open session for Company1.slr to

 File | Open | 

..........and then navigate to wherever Company2.slr is located.

This closes down the Company1.slr file and opens up your current session with Company2.slr in its place.


Posted by Alan on Jun 5, 2014 4:44 PM BST