AccountEdge

Using AccountEdge Connect

What AccountEdge Connect is, who it's for, and how it works alongside AccountEdge on your desktop.

What is AccountEdge Connect?

How to sign up, link your company file, and start syncing with AccountEdge Connect.

Getting Started With AccountEdge Connect

How to set up Web Pay and Direct Pay so your customers can pay invoices online.

Set Up Web Pay & Direct Pay - Allow Customers to Pay Online

How to configure your email sender name, reply-to address, signature, and default text in Connect.

AccountEdge Connect Email Settings

How tax codes work in AccountEdge Connect and how they sync from your desktop file.

AccountEdge Connect Tax Codes

How to create and activate user accounts so others can enter data in Connect.

Set Up a New User Account in Connect

How to set the contact details your customers see on Web Pay pages.

Setting Up Your Web Pay Contact Information

Set up AccountEdge Connect, configure email, tax codes, Web Pay, and add users.

Setup & Configuration

How to manually mark a transaction as synced when it didn't sync automatically.

AccountEdge Connect - Marking a Transaction as Synced

How standard sync and force sync work, what data moves between Connect and desktop, and how to unlink and re-link.

Syncing with AccountEdge Connect

How to void a payment that was already applied through AccountEdge Connect.

Voiding Payments That Were Applied in AccountEdge Connect

Common questions about AccountEdge Web Pay — how it works, fees, and customer experience.

AccountEdge Web Pay FAQs

How to connect Zapier to AccountEdge Connect for automating workflows with other apps.

Integrating Zapier with AccountEdge Connect

Syncing transactions, voiding payments, using Web Pay, and connecting third-party tools.

Day-to-Day Use

Common sync errors, what causes them, and step-by-step troubleshooting for Connect syncing problems.

Troubleshooting AccountEdge Connect Syncing Issues

How to test and troubleshoot Web Pay setup, including merchant credentials, test transactions, and common errors.

Troubleshooting Web Pay Setup

How to fix the spinning wheel when sending or downloading invoices from Connect — usually caused by the logo file.

AccountEdge Connect E-mail Not Sending (Spinning Wheel)

Fix syncing errors, Web Pay setup problems, and email sending issues.

Connect Troubleshooting

Create a custom design with text, images, and links

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