Get Started with AccountEdge

Choose a chapter

1. Create a Company File

Follow these steps to create and set up a new Company File. Choose your file preferences, create user id's, and more.

2. Importing Information

Import key information to get started with AccountEdge even faster. Import your accounts, contacts, items, and services.

3. Setting up Accounts

Learn how AccountEdge handles your chart of accounts, double-entry accounting, linked accounts, and more.

4. Quick Tour

Get to know AccountEdge better, learn about the different windows and what they can do.

5. Keyboard Shortcuts

You can use shortcut keys in AccountEdge to quickly navigate to different windows and speed up data entry.