--- title: INSTALLATION / SETUP - Companies description: Create a New Company or Add an Existing One --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - New Instal/Company Setup - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - New Instal/Company Setup - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # INSTALLATION / SETUP - Companies ## Create a New Company or Add an Existing One ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-50-19-99-PM.png?width=54&height=49&name=image-png-Aug-26-2022-04-50-19-99-PM.png)   **Access** - Tools > Server Administration  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-17-2023-10-51-46-1932-AM.png?width=180&height=153&name=image-png-May-17-2023-10-51-46-1932-AM.png) - enter the Spire **Administrator** account Username and Password you created during the installation **   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-52-02-03-PM.png?width=173&height=180&name=image-png-Aug-26-2022-04-52-02-03-PM.png)** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-17-2023-11-19-17-2089-AM.png?width=437&height=475&name=image-png-May-17-2023-11-19-17-2089-AM.png) - **Create New Company** - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-53-29-83-PM.png?width=15&name=image-png-Aug-26-2022-04-53-29-83-PM.png) **Create** - - enter new company details:         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-53-07-43-PM.png?width=347&height=370&name=image-png-Aug-26-2022-04-53-07-43-PM.png) - - - **Database Name** - **Company Name** - **Fiscal Year End** - **Country** - ** ![CheckBoxCheckedGreen](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedGreen.png?width=16&height=16&name=CheckBoxCheckedGreen.png) Create default Chart of Accounts** or uncheck to start with a blank Chart of Accounts to manually create your own - click **Create Company** - - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-54-05-22-PM.png?width=16&name=image-png-Aug-26-2022-04-54-05-22-PM.png) select the newly created Company in the list to establish ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-54-18-13-PM.png?width=15&name=image-png-Aug-26-2022-04-54-18-13-PM.png) **Settings**          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-17-2023-11-44-39-2989-AM.png?width=488&height=303&name=image-png-May-17-2023-11-44-39-2989-AM.png)  - - - **Select Logo** to print on Sales and Purchase forms - confirm or change **Company Name** - set **Snapshot** (data capture) schedule                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-04-56-31-58-PM.png?width=290&height=388&name=image-png-Aug-26-2022-04-56-31-58-PM.png) - - - set date / time for **Next Snapshot** - set **Interval** Hourly / Daily / Weekly / Monthly - set **# Snapshots to Keep** - **Save** - **Enter data** - import or manually enter the new company structure for each module (consult your Spire Partner for assistance with this process) - **User Access** - launch Spire and log into the Company you want to give a User access to - go to User Settings under Edit and open the User in the User List - check ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) **Company Access** **               ![UserSettingsUserInfoCompanyAccess](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsUserInfoCompanyAccess.png?width=342&height=368&name=UserSettingsUserInfoCompanyAccess.png)**   - **Add** (Restore) **Existing Company** either from a Spire snapshot or BusinessVision / Quickbooks data![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-17-2023-10-51-46-1932-AM.png?width=180&height=153&name=image-png-May-17-2023-10-51-46-1932-AM.png) - open **Server Administration** under Tools and logon with your Spire Administrator account                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-17-2023-11-59-52-2612-AM.png?width=196&height=204&name=image-png-May-17-2023-11-59-52-2612-AM.png) - - - restore from a previously created **Spire snapshot** in one of 2 ways (see more restore options - [Installation / Setup - Archive](https://cs.geminilogic.com/en/manual/installation-setup-archive)): - - - - **Option 1** - from the **Companies** list                          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-06-22-37-5468-PM.png?width=399&height=302&name=image-png-Dec-16-2022-06-22-37-5468-PM.png) - - - - - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-00-24-07-PM.png) **Restore** **                               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-05-2023-12-58-35-0078-PM.png?width=359&height=258&name=image-png-Jun-05-2023-12-58-35-0078-PM.png)** - - - - - enter a **Database Name** - - - - - **Select File To Restore** (ends in .backup) - click **Restore** - - - - - set User Access - see [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences) - **Option 2** - from the **Snapshots** list **                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-06-27-09-3949-PM.png?width=448&height=281&name=image-png-Dec-16-2022-06-27-09-3949-PM.png)**   - - - - - ![CheckBoxCheckedBlack](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlack.png?width=20&height=20&name=CheckBoxCheckedBlack.png) check the Snapshot you wish to restore from the list - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-00-26-57-PM.png) **Restore** - enter a **Database Name** - Click **Restore** **                              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-06-27-03-5169-PM.png?width=349&height=251&name=image-png-Dec-16-2022-06-27-03-5169-PM.png)** - from a **BusinessVision** or **Intuit Quickbooks Desktop** data set (will create a copy and convert that copy)  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-05-02-22-42-PM.png?width=480&height=364&name=image-png-Aug-26-2022-05-02-22-42-PM.png) - - open Server Administration as described previously - select **Companies** in the main menu list - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-01-56-19-PM.png) **Import** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-06-28-02-0315-PM.png) - - click **Download** - save the Spire **BVImpor**t or **qbimport** Utility to your computer (network or local)         ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-06-47-18-PM.png) - - locate the saved installation file and launch it - accept or change the installation destination folder  - click **Next** - **Install** - **Finish** installation with option to ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-05-36-07-PM.png)  **Launch BVImport** right away           ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-07-00-72-PM.png)                ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-07-27-05-PM.png) - - **Browse** for the bvdata file (BVCON.FIL) / quickbooks data file you want to convert - enter a **Database Name** - click **OK** **             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-05-07-48-92-PM.png?width=206&height=142&name=image-png-Aug-26-2022-05-07-48-92-PM.png)** - - click **OK** on the **Conversion Successful** message  - open **Server Administration** again, select ![CheckBoxCheckedBlack](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlack.png?width=20&height=20&name=CheckBoxCheckedBlack.png) the newly converted Company (notice the red dot)           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-05-08-08-90-PM.png?width=509&height=364&name=image-png-Aug-26-2022-05-08-08-90-PM.png) - - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-08-37-32-PM.png) **Upgrade Selected** - set [User Access](https://cs.geminilogic.com/en/migrated/manual/installation-setup-spire-companies#user-access)  - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-08-45-39-PM.png) Delete** Company from the list (does not delete, just removes from the Company List) - open Server Administration under Tools - select **Companies** in the main menu list - ![CheckBoxCheckedBlack](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlack.png?width=20&height=20&name=CheckBoxCheckedBlack.png)  select the Company - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-26-2022-05-08-59-11-PM.png) **Delete** **        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-26-2022-05-09-41-69-PM.png?width=516&height=332&name=image-png-Aug-26-2022-05-09-41-69-PM.png)** - - - **Note:** you can re-establish this Company on this Company List at any time through [![](https://cs.geminilogic.com/hubfs/image-png-May-17-2023-12-18-13-5572-PM.png) **Restore**](https://cs.geminilogic.com/en/migrated/manual/installation-setup-spire-companies#restore-existing-company) [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)