AccountEdge

Setting Up AccountEdge — In the Right Order

New Company File Assistant

Easy Setup Assistant

Easy Setup Assistant: Customize

Easy Setup Assistant: Accounts

Easy Setup Assistant: Sales

Easy Setup Assistant: Purchases

Easy Setup Assistant: Payroll

Understanding Linked Accounts

Getting Started With Accounts

Enter account opening balances

Setting Up Tax Codes and Adding them to Customers or Vendors

Getting Started With Cards

Setting Up The Things You Sell

Setting Up Payroll (If You Have Employees)

A step-by-step path through the setup that matters most.

Setup AccountEdge Preferences

Security & Audit Preferences

Reminders

Delete Reminders

Sync to macOS Calendar (iCal)

Date Format

Making AccountEdge Yours

Create a custom design with text, images, and links

Homepage

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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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