Set Default Forms Per Sale/Purchase Type Past Due Stamp on Forms Additional Shipping Fields for Custom Forms Custom Phone Field Labels Item Number and Name on To Do List Stock Tab Faster Loading of Find Transaction & Items Register Longer Tax Codes New W-4 Form 2020 Federal and State Compliance Allow Customers to Place Sales Orders Online Mass Emailing Customer Statements Customer and Vendor Payment Details Reports New Sales Tax Reports

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 Payroll Tax Forms Set up a Web Store Manage AccountEdge Mobile Manage AccountEdge Connect Manage Rerun Customer Portal Setup UPS Shipping Setup

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

Creating a lead card Creating a customer card Entering sales Recording sales with insufficient on-hand item quantities Changing the status of a sale Change Orders Reviewing your sales information Receiving payments Printing and Emailing 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 Process Web Orders Managing Sales Tax Commission Tracking

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 Create Item Kits Creating Item Variations Making inventory adjustments Inventory locations Building items Counting inventory Reviewing your inventory information Setting item prices Customizing inventory Web Store Item Sync Track Serial Numbers

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

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 Email Templates

Producing reports Printing report batches Customizing reports

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

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 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 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