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Using TurboCASH

 







CREATE A SET OF BOOKS
CREATE A COPY OF A SET OF BOOKS
  
TurboCASH can create an exact copy of an existing set of books and all the data contained in that set of books. The system will automatically copy all the data files of the selected set of books into a new set of books specified in any directory on your computer.

This new Set of Books can be accessed within the TurboCASH program even if it is not created in the TurboCASH directory. TurboCASH allows you to keep the books in any mapped directory. That is on a local or a network drive.

To Create a Copy of an Existing Set of Books:
Click on the File - Create Set of Books menu option or press the key on your keyboard.

 

Click to open an existing Set of Books Click to create a Set of Books. TurboCASH will display 5 options to create a Set of Books and a Pastel 5.2 Conversion option if you have installed the Plug-ins from the CD during the installation. Click to close an open Set of Books. Click to Delete a Set of Books. Click to Save a Set of Books with a different name or in a Different Directory on your System. Click to Backup or Restore a Set of Books. Click to Re-index your Database. Click to switch to any other available language. You will then be able to work in the selected language. Click to exit the TurboCASH program. Click to Open, Create, Close, Delete, Save, Backup, Restore, Data Re-index a Set of Books, to Choose a Different Language or Exit TurboCASH. First open a Set of Books before this menu option can be accessed. First open a Set of Books before this menu option can be accessed. First open a Set of Books before this menu option can be accessed. First open a Set of Books before this menu option can be accessed. Title bar.

The Creation Wizard screen will display the 5 options to create a Set of Books.

Select to convert your data from a previous version of TurboCASH. If not activated, you need to install an earlier version of TurboCASH 3.7 and re-install this version of TurboCASH once your Set of Books has been converted successfully. Click to make an exact copy of a selected set of books. Click to let TurboCASH guide you through the installation process. Click to create a set of books from scratch. Click to convert your data from the Pastel Version 5.2 accounting program. Click for the next step. Cancel - the creation wizard screen will be closed. Title bar. Close button - click to close or exit this screen.

Select Copy an existing set of books.
Click on the button. The following screen of the Creation Wizard will be displayed.

Title bar. Close button - Click to close or exit this screen. Select a Set of Books from the list. Scroll bar - Scroll up or down to view more available Sets of Books. Click to select a Set of Books in a different directory from the Pick a Directory screen. Click to go back to the first screen (Welcome to the Creation Wizard) where you may select another option (create, copy or convert a Set of Books). Click to launch the next step or screen of the Creation Wizard. Click to Cancel the Creation Wizard. The location or directory of the list of Sets of Books. The name of a Set of Books, if selected, will also be displayed. Scroll bar - Scroll to the right or to the left to view more information, if necessary.
Select any of the available Set of Books on your system. If you do not find the Set of Books on the list, you may click on the button to Browse for a Set of Books on Pick a Directory screen.
Click on the button. The following screen of the Creation Wizard will be displayed.

Title bar. Close button - Click to close or exit this screen. Enter an unique name for the New Set of Books. The name may not be more than 15 characters. Click to select a different destination directory or folder from the Pick a Directory screen. Click to go back to the previous screen where you may select another Set of Books. Click to confirm if you wish to create a copy of the Set of Books. Click to Cancel the Creation Wizard. The location or directory in which the New Sets of Books will be created. The name of any folders and the name for the Set of Books, if entered, will also be displayed. The name and location in which the selected Set of Books, of which you wish to create a copy, is stored.
Enter the name for the Set of Books you wish to copy. The name must not already exist and may not be longer than 15 characters. This name will help you to identify your set of books on your system and you will need to select this name, whenever you need to open the Set of Books or perform some other functions on the Set of Books.

The Directory in which you will create copy of the Set of Books are displayed underneath the Location Browse button. It will usually be the default directory in which TurboCASH is installed (TCASH3) or other directory than TCASH3, which you have specified when you have installed TurboCASH. If you wish to create a copy of a selected Set of Books in any other directory or location on your system, you may click on the button to select any Folder or Drive on the Pick a Directory screen.

When you have selected the directory (target location) for the new Set of Books, on the Pick a Directory screen, click on the button. The selected directory will be displayed on the bottom half of the Creation Wizard screen.
Click on the button. The following confirmation screen will be displayed:

Title bar. Close button - Click to close or exit this screen. Click to create a copy of the selected Set of Books. Click on the No button to cancel the process. Check the name for the Set of Books, since you need to select this name to open the Set of Books.
To confirm that you want to create the set of books, click on the button. The following information screen will be displayed.


Click on the button. The new set of books, which is a copy of another set of books are ready to work on. The Set of Books will automatically be opened and ready to work in.

If you have created a copy of an existing Set of Books, which already have transactions and balances, you may clear / reset the transactions and balances in the Set of Books. All the master files (accounts, etc will be available and you may then enter your own transactions and balances in the Set of Books.