Email enhancements Split jobs on bank statement import Notes added to Transactions Paid today enhancements Visible outstanding credits in sales

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 company file Set up accounts Enter account opening balances

Overview Set up sales Do an initial bank reconciliation Set up Credit Card Processing Web Pay Setup Web Store Setup Manage AccountEdge Connect Manage AccountEdge Mobile Manage Rerun

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 [Windows only]

Creating a Lead Card Creating a customer card Entering sales Changing the status of a sale Reviewing your sales information Receiving payments Printing payment receipts Printing and emailing payment receipts Credit control Customer credits Accounting for bad debts Process Web Orders

Creating items Customizing Items

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 Email Templates

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

Producing reports Customizing reports

Finding forms Sending forms Customizing forms Adding and editing elements

Creating a card Keeping in touch with your contacts Grouping your contacts Customizing cards Reviewing your contact information

Tracking financial information Budgets Auditing your records Reviewing financial information

Month-end procedures Starting a new fiscal year

Managing Master Password Backing up and restoring company files Servicing your company file Troubleshooting your company file

Exporting data Importing data Managing import and export records AppleScripts