Multiple "trading as" companies

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  • Question
  • Updated 5 months ago
I'm using Reckon Accounts Premier, contractor edition 2017 and have been since starting my company. As my company is operating under a "trading as" name and I want to start another "trading as" company. What's the best way to set this up within Reckon? The original data file has all the parent company information (including GST registration info).

Currently, for the QS side of my business, within the Customer Centre I have a list of all my clients, which I then load new jobs under their names. Typically, this list can get up to and over 100 jobs at times.

With this new trading entity, I would prefer keep the customer and jobs list completely separate from the original entity, as the customer list will be sorted out quite differently. I would prefer to get consolidated reports on the financials of both entities however this isn't entirely essential.

Is this something that can be done quick and easy?

Thanks in advance
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Geordie Gibson

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Posted 5 months ago

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Photo of Geordie Gibson

Geordie Gibson

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Anyone?