AccountEdge

Articles to help you in your journey to AccountEdge

Switching to AccountEdge

Overview of the IIF Import Tool and how to get started with your QuickBooks data migration.

IIF Import Tool

Reference guide for how QuickBooks fields map to AccountEdge fields during an IIF import.

IIF Import Tool - Field Mapping Reference

How your QuickBooks data is converted and mapped when imported through the IIF tool.

IIF Import Tool - Data Conversion and Field Mapping

Technical details and known considerations when using the IIF Import Tool.

IIF Import Tool - Technical Notes

What order to import your IIF files in, what depends on what, and where files are stored.

IIF Import Tool - Import Order, Dependencies and File Locations

Hands-on migration - running the IIF tool and immediate post import steps

Doing the Migration

Key differences and potential issues to be aware of when converting your QuickBooks data to AccountEdge.

What to Know Before Converting Your QuickBooks Data

A quick reference for common QuickBooks terms and their AccountEdge equivalents.

AccountEdge Terminology for QuickBooks Users

How inventory tracking in AccountEdge compares to QuickBooks.

Inventory Tracking in AccountEdge vs. QuickBooks

How categories and departments in AccountEdge compare to QuickBooks classes.

Categories and Departments in AccountEdge vs. QuickBooks

How job tracking works in AccountEdge compared to other accounting software, and what to expect when making the switch.

Comparing Job Tracking

Step-by-step guides for converting your data from QuickBooks, MYOB, and other accounting software to AccountEdge.

Converting from Quickbooks

How to set up payroll in AccountEdge after switching from another accounting application.

Setting Up Payroll When Switching

How to handle a payroll conversion when switching to AccountEdge partway through the year.

Mid-Year Payroll Conversion

Payroll-specific migration steps, mid-year timing and initial payroll setup after switching.

Payroll Conversion

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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

A quick lap of the product so you know where everything lives.

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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.

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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.

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