Improved Bank Statement Import Document Management Retainers, Escrow and Trust Accounts Change Orders Notes on Sales and Purchases Shipping Address on Professional Invoices Expanded tax code field Updated QST Tax Type Print Prior Year T4’s and RL-1’s Payroll Tax Table Loading ahead of time Basic TD-1 Exemptions included on Cards Direct Deposit and Electronic Vendor Payments Record of Employment (ROE) Updated Financial Statements Password Protect Security Preferences Reminding all users on recurring transactions Batch Delete Migration Assistant FileConnect updated Credit Card Processing Quick Sale Receive Payment on a Receivable

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, Escrows & Trusts 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 Paying bills Preparing electronic payments 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 Document Manager

Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Publishing to iCal

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

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

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

Preparing company files for multiple users Setting up the network hardware

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