AccountEdge

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.

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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.

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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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