The Sales module allows users to create a quote for a customer, process both sales orders and invoices, and track time for accurate client billing. AccountEdge Pro also includes excellent budgeting capability, with users able to create a separate budget for all existing accounting, create period-specific budgets and copy previous year budget numbers when creating a new budget. An option to import a current chart of accounts is also offered, as is the option to create a chart of accounts from scratch. Users can also access reports, search for a particular item, sync the application, and access lists from this screen as well.Ī To-Do list can be accessed from the main screen and access to the card file allows users to create a variety of card types for customers, vendors, employees, leads, and any other category needed.ĪccountEdge includes more than 100 chart of account templates to choose from during the setup process. To the right of the screen is a list of recent activity as well as links to favorites along with easy access to the AccountEdge Help Center. Choosing a feature icon will display the features found in the module chosen. The latest version of AccountEdge offers both tax and reporting updates along with the option to mass-email customer statements using AccountEdge Connect, which is designed to offer online access to the on-premise application.ĪccountEdge Pro includes an intuitive user interface that provides a list of features in the menu bar at the top of the page. Scalable, AccountEdge Pro offers flexible deployment options including on-premise deployment, the option to host on-premise applications remotely, as well as two products that offer cloud accessibility. Once you select a custom form or report to use, AccountEdge will automatically upgrade the file in the background.From the 2020 reviews of small business accounting systems.ĪccountEdge Pro is a good fit for small to mid-sized businesses as well as growing businesses. NOTE: You will not need to use the Migration Assistant. We’ve also made changes to the process to upgrade Custom Forms. Upgrading Custom Forms to New Version of AccountEdge This is where the upgraded file will have to be placed in order to be accessed by AccountEdge Network Edition. **AccountEdge Network Edition Please Note:**įor AccountEdge Network Edition - the company file will be located on the host machine under Macintosh HD > Library > Application Support > AccountEdge NE > Databases. This will launch the Upgrade Assistant, click Next, then use Find File to locate your company file (the default location will open or navigate to the location of your current company file.) You can also select Company File Maintenance in the lower right corner of the Welcome window then Upgrade company file. Both options will show you the path to your company file. You can override this file by using Find File to locate the file manually (maybe you want to upgrade your backups as well) and Save As will allow you to rename the file and change the location. Manual Upgrade which will select your most recent file and save it with the same name and the version number appended to the file. A copy of your old file will be saved in your AccountEdge Pro > Pre-Upgrade Backups folder. Auto Upgrade which will upgrade the most recent file keeping the same name and storing your upgraded company file in the same location. This will open the most recent company file you worked in from your previous version. Click the Upgrade & Open button in the upper right corner of the Welcome window. You have several ways to proceed from here.Launch the new version of AccountEdge Pro, the Welcome window will open.To upgrade your company file follow these steps: The upgrade process will help you locate your existing company file and make it easier to find after you’ve upgraded. Starting with AccountEdge Pro 2023 we’ve made changes to the upgrade process to make it easier and faster. The data are unchanged at the end of the process, both files will have the same data (e.g., same fiscal and payroll years, same records, etc.). The contents of the old file remain untouched and is moved to the BackUps folder in your AccountEdge Pro folder. The upgrade utility built into AccountEdge Pro reads the data from the old file and creates a new file with the same data and appends the version number at the end of the file. When a new version of the software is used to open a file that was created and used with a previous version of the software the file must be upgraded to the new version format. Multi-User Environment Updates/UpgradesĮach version of the software reads and writes company files in a specific, version-dependent format.
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