Retainers Progress Billing Create Invoice from Purchase Action Menu Read-only File Setting Web Order Indicator Web Store Setup Tax AccountEdge Mobile Application Time Tracker for AccountEdge Expanded Note fields New Company File Assistant redesign Easy Setup Assistant redesign Check Interface redesign Retainers List report To Do List - Retainers report Retainer Transaction report Progress Billing Transaction report

Learn about your software Where to start Explore your 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 Payroll Tax Forms Set up a Web Store Manage Mobile Application 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 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

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

Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions

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 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 Preparing 1099 and 1096 forms

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

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

Preparing company files for multiple users Setting up the network hardware Setting up a company-file folder on a Windows host Accessing the shared company file from a workstation