AccountEdge

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

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Track the progress of all tickets related to your company.

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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.

{appName} in 60 seconds

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.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.