Using the File Menu

The File menu in the menu bar contains the following general options that are relevant to businesses:

Easy Books File menu

New

This allows you to add an additional business, account or transaction. Easy Books keeps all accounts, transactions, reports and other information for each business separate from all other businesses.

For further information, please refer to "Adding a Business".

Open

You can use this option to choose the business you want to work on. You can also use the control at the top of the sidebar, which also shows the selected business.

Import

You can use this option to import transactions from a CSV file into Easy Books.

For further information, please refer to "Importing Data".

Share

You can use this option to output data from Easy Books. When a report is selected in the main window, this option can be used to email or save the report. It is also possible to output transactions as they appear on screen when viewing a list of transactions.

Backup and Restore

You can use these options to back up and restore business data. Producing backups is essential to avoid possible loss of data in the unlikely event of, for example, a hardware fault.

For further information, please refer to "Backing up or Restoring Data".