AccountEdge

Articles to help you maintain your company file and keep it secure

Keeping Your Data Safe

Why user IDs may appear inactive after upgrading and how to reactivate them.

User IDs Inactive Since Upgrading

Troubleshooting login issues that can occur after upgrading AccountEdge or your company file.

Logging In After Upgrading

What to do when your company file appears greyed out and won't upgrade on Mac.

Cannot Upgrade - File Greyed Out (Mac)

Upgrading Legacy .pls Company Files (Windows)

How to upgrade your company file to work with a newer version of AccountEdge.

Upgrade Company File

How to upgrade from an older version of AccountEdge to the current version.

Upgrading from Previous Versions of AccountEdge

Updating AccountEdge

Updating AccountEdge, upgrading your company file, and fixing issues after an upgrade

Upgrading & Legacy Versions

How to back up your company file using AccountEdge's built-in backup utility and how to restore from a backup.

Backing Up and Restoring in AccountEdge

How to secure your company file with passwords and user access controls.

File Security Best Practices

Why you shouldn't store your active company file on Dropbox or other cloud services.

Storing Your AccountEdge Data on Dropbox and Other Cloud Services

How to create user accounts, set passwords, and manage the Administrator account in AccountEdge.

Create Users and Set Passwords

How to set user access levels and restrict permissions for different users in AccountEdge.

User Privileges and Permissions

How to duplicate an existing sale or purchase and apply it to another customer or vendor.

Create a Copy

How to create and extract compressed zip archives of your company file outside of AccountEdge.

Compressed / Zip Archive

How to send your company file to an accountant or colleague, including backup methods and important considerations.

Send Company File to Someone

Backups, copies, sharing, and controlling who can access your file.

Protecting Your Data

Best practices for verifying, optimizing, and maintaining your company file.

Company File Maintenance Best Practices

Overview of AccountEdge's built-in diagnostic tools for troubleshooting company file issues.

Diagnostic Tools

How to run a verification check on your company file to detect data integrity issues.

Verify Company File

How to optimize your company file to improve performance and reduce file size.

Optimizer

How to use the Company Data Auditor to check your file location, size, and account details.

Company Data Auditor

How to permanently remove old transactions, contacts, and other data to reduce file size.

Purge Information

Streamline & Declutter Your Company File

Verifying, optimizing, and maintaining your company file

File Management & Security

How to find, open, move, and organize your AccountEdge company files.

Manage Your Company Files

How to move AccountEdge and your company file to a new computer.

Move AccountEdge to New Machine

How to move or change the location of your AccountEdge Support folder.

Move/Change the AccountEdge Support Folder

Company file size limits, account maximums, and performance considerations for large files.

Company File Considerations/Limits

How to activate and confirm company files in AccountEdge after installation or migration.

Activating/Confirming Company Files

Where your file lives, how to find it, and how to move it to a new computer.

Your Company File — Finding & Moving

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Contact Support

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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