AccountEdge

What AccountEdge is, who it's for, and how to find what you need in this help center.

Welcome to AccountEdge

Running your own business without a bookkeeper? Start here for the fastest path to your first invoice.

I'm a Solo Business Owner

What to expect and how your data comes over when switching from QuickBooks to AccountEdge.

I'm Switching from QuickBooks

Set up AccountEdge to work across multiple company files for your clients.

I'm a Bookkeeper

Canadian-specific setup, tax codes, payroll, and year-end procedures for AccountEdge.

I'm in Canada

Add payroll to your plan and start paying employees — what's included, what's extra, and where to begin.

I Need Payroll

Compare Network Edition, Hosted, and Connect for team access to AccountEdge.

I need multiple users

Every way to reach AccountEdge support — what's included, what's extra, and when to use each channel.

Getting Help — How AccountEdge Support Works

New to AccountEdge? Start here to find the right product and get oriented.

New to AccountEdge?

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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

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.

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