![]() ![]() Sometimes after upgrading, you need to check some old transactions. (This feature is available in newer versions of AccountEdge Pro.) And, if you click the link, you'll open a window of the folder where the company file is located. This window displays the name and location of your current company file. If you are having difficulty locating your company file on the hard drive or on the network, here are links to a couple of FAQs offering tips to help you find the file:īefore you start your upgrade procedure, you may want to check the Company Data Auditor (Command Centers > Accounts > Company Data Auditor) in the old version of AccountEdge. Although we've made significant improvements to reduce the effort required to upgrade, occasionally customers run into problems. This time of year, upgrading is one of the tasks US AccountEdge customers have to address: installing the new version of AccountEdge Pro, and upgrading company files. If you have archive files in a Stuffit format, and for more information on. AccountEdge no longer uses the Stuffit (.sit) format. On the subject of creating backups, for a few years now, AccountEdge has been creating backups in a. Information about this feature, folder, and folder location is available in the The attached documents are located in a folder named AccountEdge Documents. So, you may want to create backups of this folder, if you use this feature. Backups do not include the Attached Documents folder, or its contents. You can include 'all data' in the backup, which means the backup will include your custom forms, spreadsheets, letters, and graphic attachments. As part of your regular maintenance, you make backups of your company file. ![]() Newer versions of AccountEdge Pro have a feature that allows you to attach documents to records in your company file. To request a free copy of AccountEdge for your accountant just complete the To qualify for this benefit you must be on the most current version of AccountEdge and your accountant must be licensed with one of the following professional designations: CPA, EA, CA, CMA, or CGA. When your accountant has a copy of AccountEdge, you'll be able to share your files easily and efficiently saving you both time and money. You can request a free copy of AccountEdge for your accountant. If you encounter problems, don't hesitate to contact Customer Care at 800.322.6962. Use this code to register Payroll Forms Service in AccountEdge Pro. Once confirmed, you'll immediately get your Payroll Forms Service registration code. On this web page, enter your EIN, and indicate this is a Renewal purchase. Click the link in this email, which will take you to a web page. The subject of the email is: AccountEdge Payroll Forms Order. Now, when you renew your subscription to Payroll Forms Service, you'll receive an email with a link. We changed the registration procedure for Payroll Forms Service. If you are enrolled and haven't already received your free upgrade, contact Customer Care at 800.322.6962 to get your download. ![]() US customers who are enrolled in the AccountEdge Full Service Payroll plan, are entitled to a free upgrade to AccountEdge Pro 2014. Shopify is the gold standard in e-commerce, which now gives our customers 2 great solutions to sell online: Enstore and now Shopify. Now we're adding a Sales module, to allow you to record Item, Service, or Time Billing sales for Quotes, Orders and Invoices. AccountEdge Cloud is our rebranded Time Tracker service that lets you record Time Sheets and Activity Slips in the field. We listened to your feedback and hopefully with these year end process changes, you'll find it less stressful, and even a pleasure.Īs announced as part of our 2014 release, we're on the verge of releasing two huge new services - AccountEdge Cloud and integration with Shopify. We know these year end processes are nerve wracking and since they are done so infrequently, even our veteran users feel uneasy about 'pushing those buttons'. Plus, we've made the upgrade process less daunting by copying the contents of your AccountEdge folder (which includes folders for Custom Forms, Custom Reports, Graphics, Letters, and Spreadsheets) so no more searching for this folder. ![]() We also added the ability to load new year tax tables before actually using them. The biggest change is the ability to start a new payroll year before printing W-2s (US) or T4s (Canada), an enhancement that many, many customers requested. With changes we've made over the last couple of versions, those processes are easier, more convenient and simpler than ever. With the new year upon us, it's time to think about closing your books or in AccountEdge terminology: 'Start a New Fiscal Year' and 'Start a New Payroll Year'. ![]()
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