Overview
The new-company and company-database setup area is used when a business is first being created in QBM or when company-level technical setup needs review. It is a setup process rather than a day-to-day transaction screen.
Main purposePrepare a new company environment correctly before operational use begins.
Important areasCompany creation, database details, setup review, and next-step preparation.
Business valueCleaner implementation, fewer setup mistakes, and stronger readiness for live use.
Where To Find It
Common Path: Control Panel > New Company / Company Database
This area is typically used during implementation, environment setup, or controlled administrative review.
Note: Because this area affects the company environment itself, only authorized setup users should perform these actions.
How It Works
The process creates or reviews the company environment that all later QBM work depends on. After the company is created, the business usually continues with chart of accounts, customers, vendors, items, users, options, and opening balances.
- New-company setup should be planned before users start operational work.
- Company database information should be reviewed carefully because it affects the whole environment.
- This is usually an implementation or administrative activity rather than a daily operational task.
Main Areas
| Area | What It Is Used For |
|---|---|
| New Company Setup | Create the company environment and the base structure needed for future use. |
| Company Database Review | Review the database identity or related environment information. |
| Setup Readiness | Confirm what still needs to be configured after company creation. |
| Administrative Control | Used by authorized users responsible for the setup process. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| Company Name | The main identity of the company in QBM. | Use the official business name that should appear throughout the system. |
| Database Information | The environment information behind the company record. | Review it carefully during setup and administrative checks. |
| Setup References | Supporting company-level setup values shown during creation or review. | Use them to confirm the environment is being prepared correctly. |
| Status / Readiness | Shows whether the company still needs additional setup. | Use it to plan the next implementation steps. |
Recommended Workflow
- Open the new-company setup area as part of implementation or administrative work.
- Create the company using the correct official identity information.
- Review the company database information and confirm the environment is correct.
- Save the company and continue with the remaining setup steps such as accounts, options, users, items, and opening balances.
- Review readiness before allowing day-to-day operational use.
Best Practice
- Treat company creation as a controlled administrative process.
- Review all company-level setup carefully before go-live.
- Plan the next setup stages immediately after company creation so the environment is completed in the right order.