AccountEdge

How to find, open, move, and organize your AccountEdge company files.

Manage Your Company Files

How to move AccountEdge and your company file to a new computer.

Move AccountEdge to New Machine

How to move or change the location of your AccountEdge Support folder.

Move/Change the AccountEdge Support Folder

Company file size limits, account maximums, and performance considerations for large files.

Company File Considerations/Limits

How to activate and confirm company files in AccountEdge after installation or migration.

Activating/Confirming Company Files

Where your file lives, how to find it, and how to move it to a new computer.

Your Company File — Finding & Moving

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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.

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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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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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