AccountEdge

Best practices for verifying, optimizing, and maintaining your company file.

Company File Maintenance Best Practices

Overview of AccountEdge's built-in diagnostic tools for troubleshooting company file issues.

Diagnostic Tools

How to run a verification check on your company file to detect data integrity issues.

Verify Company File

How to optimize your company file to improve performance and reduce file size.

Optimizer

How to use the Company Data Auditor to check your file location, size, and account details.

Company Data Auditor

How to permanently remove old transactions, contacts, and other data to reduce file size.

Purge Information

Streamline & Declutter Your Company File

Company File Maintenance Menu

What to do if you can't find your company file or think your data is gone.

I Lost My Data — Can It Be Recovered?

Verifying, optimizing, and maintaining your company file

File Management & Security

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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.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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