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1
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Go to the setup menu and select AccountEdge Cloud or click the AccountEdge Cloud icon in the upper right corner in any command centre. The Device Manager window appears.
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2
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Click Link to link your Dropbox Account to your company file. Once the link is successful the Dropbox Account will be referenced and an option to Sync, Unlink and Reauthorize become available.
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note : First-time synchronisation
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3
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Click on the Devices tab to set up the devices you will use for synchronisation.
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4
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Click New to setup a device.
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5
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Enter the Device Name and select the Application you want to use with each device. You may choose from AccountEdge Mobile, AccountEdge Cloud, or Other.
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6
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Select Save.
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note : Sync options
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8
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9
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Repeat from step 3 above for each device you want to setup.
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1
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2
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3
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Click on the zoom arrow before the device that you want to edit. You can also highlight the device and click Edit. The Device Information window appears.
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If you are creating several devices with the same sync options, click Copy From. The Select From window appears for you to select the device you wish to copy details from. Select the device and click Use Device to close this window.
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5
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Click OK to return to the device manager.
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6
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Click Close.
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