Moving Your Company File and other Files to the Cloud Desktop

If you need assistance migrating your files to your cloud desktop, please contact AccountEdge support and we can step you through the process.

The following videos can be viewed which follow the steps below:

AccountEdge Pro for Windows Users

AccountEdge Pro for Mac Users

Backup AccountEdge Files

It’s recommended that you backup your AccountEdge files including the AccountEdge Documents directory found in your user Documents folder for AccountEdge Pro users and in your Library/Application Support/AccountEdge NE directory for Network Edition users.Once you have migrated your files, it is also recommended that you rename your company file so that you don’t mistakenly enter data into the original file on your Mac after you have migrated your company file to the cloud desktop.

Launch AccountEdge to Create Directories

If you haven’t done so already, launch AccountEdge Pro in your cloud desktop and open the sample company file. This will create the appropriate directories in your Documents folder for AccountEdge.

Register Your Software

If you haven’t done so already, you’ll need to register AccountEdge Pro with your serial number (you may need to deactivate your license(s) from your local Mac(s) to free up the llcense(s) to be used in the cloud desktop. If you receive a message about the product not matching the serial number, please contact us to adjust your serial number.

Moving Your Files

Once you have successfully connected to your cloud desktop, you will need to move your company file(s) to your cloud desktop.

• There are multiple ways to move your files to your cloud desktop account including:
  Using Dropbox or similar services on your cloud desktop account. Keep in mind that if you install Dropbox on your cloud desktop as opposed to accessing Dropbox via the browser, depending on your settings, the full content of your Dropbox directory may be syncing/saved to your cloud desktop. Just be aware of how much space this may consume.
   
• Clipboard Copying - From within Microsoft Remote Desktop there’s a setting under Devices & Audio to “Redirect” your Clipboard. Basically this means that you would be able to copy and paste text and files between your local Mac and the cloud desktop. This method would only be recommended for small files.
   
• Folder Sharing - Also from within Microsoft Remote Desktop is an option to “redirect” folders. This allows you to share a local folder from your PC or Mac with your cloud desktop so that you can copy and paste files between your local computer and cloud desktop. For information on how to set up a shared local directory, see the following knowledge base article: Sharing a Local Directory

Files to be Migrated and Their Locations

The following files should be copied to your cloud desktop and placed in the appropriate locations:

Company Files - any of you AccountEdge company files you would like to access within your cloud desktop.

Custom Forms - Unfortunately customized forms created on the Mac are not cross platform compatible and cannot be used in AccountEdge Pro for Windows. Mac users will need to recreate their customized forms.

Custom Reports - any custom reports you may have created in AccountEdge

Spreadsheets - if you have edited any of the Excel templates used with OfficeLink, you will want to copy those to your cloud desktop. You do not need to copy all of these templates but just any that you may have edited.

Letters - If you have edited any of the Word templates used with OfficeLink, you will want to copy those to your cloud desktop. You do not need to copy all of these templates but just any that you may have edited.

Graphics - these are graphics that are linked to your company file. You’ll want to copy this directory to your cloud desktop.

AccountEdge Documents directory - this folder located in your Mac’s Documents folder contains files that have been attached within your Company File. You’ll need to copy this entire directory to your cloud desktop. If you are using AccountEdge Network Edition, this directory is found in Library/Application Support/AccountEdge NE/AccountEdge Documents.

Single User File Locations

If you only have one user that requires accessing your company file and have one AccountEdge Hosted cloud desktop account, you’ll be placing your company file and related AccountEdge files on the cloud server in a similar location as you are using now. They would be placed in your users Documents directory in AccountEdge Pro.

The other files including your custom reports, your graphics files and any edited Excel spreadsheet templates and Word templates would all be placed in their respective directories. To navigate to these locations, click the File Explorer icon (looks like a Folder) in your Task Bar (similar to the Mac’s Dock) to open a File Explorer window (similar to a Mac Finder window).

The AccountEdge Documents directory which contains files that are attached to your company file, should be located in your Documents folder.

Multiple User File Locations

Company File

If you have multiple cloud desktop users who will be sharing the company file, the file needs to be placed in a location which all users have access to. This may be the Public users Public Documents directory which is accessible by all users. You can navigate to this directory by using the File Explorer and navigating to C:/Users/Public/Public Documents.

AccountEdge Documents

Your attachments are stored in this directory and this directory must be stored in the same location as your company files.

Graphics, Reports, Spreadsheets, Letters

These files and directories are user specific, meaning that each user has their own directory storing these files. You will need to copy these to each users AccountEdge Pro folders found in their Documents directory.

Customized Forms

Since Mac customized forms are not cross compatible with AccountEdge for Windows, you’ll need to recreate your customized forms. Each user will need a copy of any customized forms that are created since these are stored within each users AccountEdge Pro directory found in their Documents folder.