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Fixed an issue where certain payroll deduction categories (related to Paid Family and Medical Leave) could be assigned an incorrect default expense account; existing files are automatically corrected.

Fixed an issue where some payroll-related audit trail entries were recorded with an incorrect entry type.

Fixed a display issue with Louisiana state taxes.

Fixed an issue with payroll tracking.

Added a Duties line item for handling duty charges on Shopify orders.

Fixed an issue where combining items could incorrectly show a Shopify link even if Shopify was never used.

Fixed the Sync button not reconnecting to ShopSync after a previous connection error.

Increased the sync timeout to prevent premature failures on larger Shopify syncs.

Improved handling of Shopify order imports: failed orders no longer block the rest of the batch, missing items are retrieved automatically, duplicate items are no longer created when updating variants, and item updates are deferred instead of conflicting with an in-progress ShopSync update.

Fixed an issue with oversized Shopify sync log files.

Fixed an issue where custom report font and formatting changes wouldn't be saved and would revert every time the report was reopened.

Fixed an issue where the Items List report could include zero-quantity items even with "Include Zero Quantities" turned off.

Fixed an issue where certain eCheck payments and voids (including through Credits, Payments, and Receive Retainer, including recurring retainer payments) could be processed with incomplete transaction coding.

Added a warning before changing a card's payment method in a way that would delete a saved payment token.

Fixed an issue where Bank Rules weren't automatically applied to transactions synced in through Bank Feeds unless the Bank Statement window was already open.

Fixed an issue where unmatching a bank feed transaction could incorrectly mark an already-reconciled transaction as unreconciled.

Fixed issues that could leave a Deposit Transfer permanently stuck and undeletable if its originating payment was later edited or deleted.

Fixed an issue where credit memos on progress billing quotes could cause billed amounts to accumulate incorrectly.

Fixed an issue where Count Inventory could show a counted quantity of 0 instead of the actual on-hand quantity for existing stock; added a Data Repair tool to fix affected records.

Fixed a false warning about an existing optimization recovery file when running the Optimizer.

Fixed an issue where list dictionaries wouldn't update properly in multi-user AccountEdge Pro.

Fixed a rare error that could occur during certain data file transactions.

Added a warning when turning off the Audit Trail.

Fixed a layout issue in confirmation dialogs where the "Don't show again" checkbox displayed too far below the OK button, with extra empty space at the bottom of the window.

Fixed an issue where labels in some dialog windows were cut off instead of using the full available width.

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

Withholding Tables/Rates: Philadelphia Wage Tax rates have been updated to 3.735% for residents and 3.425% for non-residents.

California Payroll: Resolved an issue where the California SUI Employer Expense category was inadvertently reverted to the generic "State" expense type. This correction ensures CA SUI now displays accurately on all payroll reports and forms.

Shopify Sync Order and Payment Improvements.

Fixed: Entitlement Detail and Entitlement Summary reports now correctly include historical paid amounts for accrual-based employer expense categories that were entered manually in Payroll History. This ensures the Taken totals are reported accurately.

Fixed an issue where Cash-Basis Profit & Loss and Balance Sheet reports could display incorrect totals for certain paid invoices containing multiple line items assigned to the same account.

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

Network Edition Slowness - Removed debug logging that was causing slowness.

California ETT Employer Expense Limit resolved.

On Items List the Shopify Products button was overlapping the tax inclusive text.

Added logging for Shopify order import to capture data exchange and improve traceability.

Added extra warning message during initial item sync when shopify items exist (they may cause duplicates).

Added logging, warning messages, and improved item validation checks to address deleted Shopify item order import failures.

Add 'Web Store Item" to Search Filter for Items Lists window.

Add Diagnostic Repair to remove Sample File flag.

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

AccountEdge now integrates with Shopify! Seamlessly sync items and sales transactions down from Shopify, and push your inventory items up to Shopify — keeping your store and your books in sync.

Count Inventory Changes - Updates to scroll list display, counted quantity entry, filter controls, Reset, Adjust Inventory and Bulk Import/Export.

Set Item Prices (new window) - Changes including the scroll list display and inline editing, Cost Basis popup, Bulk Price Adjustments (all methods and rounding options), item selection (checkbox and Select All), Update Kit behavior and Bulk Import/Export.

Item Information Edit Price (new window) - Price Information is a single-item detail view. Unlike the Set Item Prices bulk edit scroll, it allows entering any of the four price-related values (Price, Gross Profit, % Margin, % Markup) and having all others recalculate. The Price Adjustments section applies a delta to the New Price inline before committing. OK writes the new price back to the item record.

Added Vendor Item # to the TO DO stock report.

Introduced a Sick Pay Reporting Type to improve Payroll Forms reporting.

Pay Frequency now includes Hours for Salaried Employees.

The Payroll FormsViewer now displays Hours and Days, which are required on certain State Payroll Forms.

Renamed "Name On Card" to "Cardholder Name" on Sales Forms.

Fixed an issue where the Freight tax field on a customer card failed to update correctly when using the Import feature.

Corrected a problem with Move Items where Serial Numbers could be assigned to the wrong location.

Resolved an issue with Cash Basis Profit & Loss; sales tax is now backed out on Historical Sales and Purchases.

Information about previous updates can be found below

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

Withholding Tables/Rates: Withholding rate increased to 5.19% from 5.09%, reflecting adjustments under Bill HB1437 due to unmet 2025 revenue benchmarks.

Withholding Tables/Rates: Withholding tables revised to incorporate three income brackets with rates of 1.775%, 2.99%, and 3.64%.

Withholding Tables/Rates: Statewide Transit Tax rate temporarily reverted to 0.1% (previously 0.2%) pending outcome of Bill HB3991 voter approval.

Introduced a new Help System for improved access to support documentation.

Payment checkout now defaults the selected payment method (Credit Card or eCheck) based on the entered details, prioritizing the default method in the list of allowed options.

Fixed performance lag when creating invoices while "Warn" is enabled in the Transaction IDs window and the prefix begins with a number.

Corrected an issue where manually created CA ETT employer expenses did not respect the statutory cap.

Fixed an issue causing the first line to disappear when scrolling through Sales and Purchases lists.

Added Tax Breakout Fields to Sales and Purchases forms for enhanced reporting clarity.

Resolved an imbalance in the Multi-Year Spreadsheet Balance Sheet report showing unequal Total Assets versus Total Liabilities and Equity when running on a cash basis.

When starting a new fiscal year, Purge Sales and Purge Purchases processes now generate detailed logs.

Enhanced overall performance by optimizing screen rendering and limiting data file access to only invalidated regions.

Information about previous updates can be found below

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

Withholding Tables/Rates: Low Income Exemption withholding table brackets updated.

Withholding Tables/Rates: Updated resident and non-resident tax rate configurations.

Information about previous updates can be found below

By installing this update, you agree to the latest AccountEdge Terms and Conditions.

If you need to upgrade to v34, open your file and follow the Upgrade Assistant's steps. How to Upgrade Video.

Ensure your computer meets the latest System Requirements for a smooth update.

Withholding Tables/Rates: Implemented multiple resident and non-resident tax rate configurations.

Enhanced AccountEdge Connect reliability: Improved handling of request timeout errors (Error 11) to prevent duplicate sync issues to AccountEdge.

The Job transactions summary report will now show inventoried items from purchases.