Welcome Window Command Centre re-design Sidebar Mileage Tracking Expanded Amount in English Cheque Numbers and AEM Retainers Web Order Number on Invoices Weight Fields on Invoices Billing Rate Levels Activity Slips to Invoice Detailed Invoice Statement Billing Statement Invoice Additional Fields Added to Sales Reports Mileage Tracking reports Mileage Tracking reports Retainer Transaction report Retainer List report To Do List - Retainers report Billing Rate Level Reports Activity Slip Security Preferences Restore Company File Updated Start a New Year Assistants File Location

Learn about your AccountEdge software Where to start Explore your AccountEdge software

Overview Create a company file Easy setup assistant Set up preferences Set a password for the Administrator user ID Set up accounts Enter account opening balances

Overview Set up sales Set up purchases Set up payroll Do an initial bank reconciliation Create item records Enter your inventory opening balances Set up Business Services Set up a Web Store Manage Mobile App Manage Time Tracker

Receiving money Bank deposits Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Recording miscellaneous transactions Credit card transactions Credit card payments using Merchant Account Service Reconciling your bank accounts Importing statements Analyzing your cash flow

Creating a customer card Entering sales Recording sales with insufficient on-hand item quantities Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Credit control Customer credits Dealing with a vendor who is also a customer Accounting for bad debts Manage Retainers Progress Billing

Creating a vendor card Entering purchases Receiving items without a bill Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchases information Recording and settling vendor debits Adding finance charges paid to vendors

Creating payroll categories Creating employee cards Entering employee payroll information Timesheets Processing your payroll Payroll liabilities Reviewing payroll information Payroll tax forms

About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progress Billing Rate Levels

Creating items Making inventory adjustments Inventory locations Building items Counting inventory Reviewing your inventory information Setting item prices Customizing inventory

Adding a record Setting up tax codes Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage

About the multiple-currency feature Setting up multiple currencies Exchange rates Tracking currency gains and losses Miscellaneous transactions

Producing reports Printing report batches Customizing reports

Finding forms Sending forms Customizing forms Adding and editing elements

Creating a card Keeping in touch with your contacts Grouping your contacts Synchronizing AccountEdge cards with Mac Address Book cards Synchronizing AccountEdge cards with Microsoft Outlook contacts Customizing cards Reviewing your contact information

Tracking financial information Tracking reimbursable expenses Budgets Auditing your records Reviewing financial information

Month-end procedures Starting a new fiscal year Starting a new payroll year

Managing user accounts Backing up and restoring company files Servicing your company file Special considerations for networking company files Troubleshooting your company file

Exporting data Exporting to and importing from AccountantLink Importing data Managing import and export records AppleScripts

Preparing company files for multiple users Setting up a company-file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations Setting up a company-file folder on a Windows host Accessing the shared company file from a Windows workstation