New Farm

FarmBooks can manage multiple one or more farms.  Each farm must have a unique registration number to create a new database.  Call Sanders Software Consulting at (785) 865-5111 to request a registration number before beginning a new farm setup.

Use the New Farm Wizard to create a new farm. 

 

1)   Click on File: Open Farm
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2)   The New Farm Wizard will load.  Click Next to continue.
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3)   Enter Software Registration for Farm - enter the Farm Number, Farm Name and your Registration Key and then click Next. 

Note: The Farm Name must be exactly as specified, same case and spacing.
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4)   Enter Farm Tax Information - your Farm Number & Farm Name from the previous step will be shown but cannot be edited.  Click the Back button to change these two fields.  Other information you will enter in this step:

•    Tax ID Number - Enter the tax id for your farming operation.

•    Start Fiscal Year - The start of the current fiscal year.  The ending fiscal year date will appear beside the start date so you can verify your beginning and ending date.  If this farm operates on a fiscal year instead of a calendar year, set the beginning of the fiscal year instead of accepting the default.
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Click the Next button to continue.

5)   Enter Contact Information for Farm and click Next.
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6)   Specify which Setup Codes to Copy (only appears if you have an existing farm open)
If you have an existing farm open while you are creating a new farm, you will have the option to copy setup codes or use the default codes.  If you do not have an existing farm open, this window will not appear.  Click the Next button to continue.

7)   Folder Location for Farm Database - Displays the path to the folder containing the farm files. Click Finish to complete the setup of the new farm. 
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8)   Finish - When the creation of the new farm is successful, you will get a message about the number of files that were successfully processed.  If all files were not successfully created, click the box to View import log now and print the log to determine which files were not successfully processed.
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After you create a new farm you will need to do the following:

•    Set up at least one bank account for the farm

•    Add frequently used vendors

•    Add employees

 

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More:

Setup Bank Accounts

Add Frequently Used Vendors

Add Employees