AccountEdge

Step-by-step instructions for connecting to your AccountEdge Hosted cloud desktop using Microsoft Remote Desktop.

Setting up your Accountedge Hosted Connection with Microsoft Remote Desktop

Whether you can access a company file stored on your local computer while using AccountEdge Hosted, and how the two environments interact.

Can I Open My Company File Located On My Local Mac/PC?

When to sign out, disconnect, or shut down your AccountEdge Hosted cloud desktop.

Sign-out vs Disconnect vs Shut Down Your AccountEdge Hosted Cloud Desktop

How to share a local folder from your Mac or PC with your Hosted cloud desktop.

How to Connect a Local Drive/Directory to Your Cloud Desktop

Recommended Remote Desktop Connection settings for connecting to Hosted from Windows.

Suggested Remote Desktop Settings for Windows

Recommended Microsoft Remote Desktop settings for connecting to Hosted from a Mac.

Suggested Remote Desktop Settings for Mac

How to restart or start up your AccountEdge Hosted cloud desktop when needed.

Restarting and Starting Up Your AccountEdge Hosted Desktop

How to connect to your Hosted cloud desktop using Remote Desktop, set your password, and check your version.

Connecting & Accessing

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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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