Apply a business template to a new company

A business templates can only be applied when you create a new company in Microsoft Office Accounting. You cannot apply a business template to an existing company.

Apply an Office Accounting business template

  1. Create a new company by using the Company Setup.

  2. On the Choose a business type page, under Business types, click a business type.

  3. Complete Company Setup.

Apply a custom business template

  1. Create a new company by using the Company Setup.

  2. On the Choose a business type page, click Add.

  3. Locate a custom business template on your computer or network.

  4. Click Open.

  5. Click Next.

  6. Complete Company Setup.

Related topics

Company Setup: options and information

About business templates

Create a custom business template

Settings that can be contained in a business template

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