In addition to the “Creation wizard” feature you may also create exact copies from existing sets of books, templates (installed in your .../Books directory or other sets of books in the .../Bin/Repository directory). The following options are available:

Save as (Start ribbon).

Create Set of Books ("Copy an existing Set of Books?" option on the "Creation wizard") (Start ribbon).

ToolsGlobal processesCopy from a Set of Books (Setup ribbon).

You may create a new Set of Books using any of the following options on the "Creation wizard":


1.Copy an existing Set of Books - Create an exact copy of a selected Set of Books.  

2.Let TurboCASH help you to create a Set of Books - Create a new Set of Books where you may select a template and then TurboCASH5 will take you through the process.

3.Customise your own Set of Books (Advanced) - Create a new Set of Books from scratch. (This option should be used by more advanced users).

The default number of characters for the account codes in a Set of Books is determined by the Set of Books selected when creating, converting or copying a Set of Books.

Currently, most Sets of Books consists of 3-digit account codes. You may, on the Advanced option, select to create a Set of Books with more than 3-digit (up to 8-digit) account codes.

The "Convert TurboCASH3 to TurboCASH5" and "Convert TurboCASH4 to this version" options is disabled. 

There are over 50 000 TurboCASH users on Version 3 or earlier. We released Version 3 in 2003. We do keep encouraging users to stay up with us on new versions with year end being a good time to do it. However you can't fault the logic of "if -it -ain't -broke -don't -fix -it"

The cost of the do nothing strategy is that when you finally do decide to make the change (yes we do have users that stay in business for 15 years!), your business will be bigger and data issues will have compounded. Conversion of old data is never going to be a happy experience.

i) Best to go from TurboCASH 3 to 4 and THEN 4 to 5 (You are coming from 10 years back!)

ii) It would be better to run both systems until your year end and then take on opening balances in Version 5

iii) Converting means that your convert"junk" debtors that have gone out of business, stock you no longer sell, a chart of accounts that is no linger relevant etc. Take a long hard look and decide how valuable this old data is. If it is really valuable and you simply must have it, engage the services of a database consultant who will dig it out for you. I caution you again. Its like root canal messy, painful and expensive. Email me and I will connect you to one.

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