Pt. 2
Hey Mathew! I just realized what I did wrong. When I set the account up I think I used the sample template that has very few options. I changed the template and all of the options showed up. Now my next question, is there a way for me transfer all of my records from one template to another? I don't want to have to plug everything into the system again.
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Support Staff 1 Posted by Admin on 19 Apr, 2012 10:28 AM
No there isn't, the template represents a new business.
You would be better off just creating a customer account in your original business, see http://easybooksapp.com/account-settings.
Mathew
Admin closed this discussion on 19 Apr, 2012 10:28 AM.