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Data Management
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Knowledge Base
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Customize
Quickly personalize how AccountEdge works for you. Configure data entry preferences, record selection, reminders, aging options, and more.
Go to Customize Setup FAQ
Accounts
Review or import your chart of accounts and enter opening balances from your previous system. This ensures your financials are accurate and aligned from day one.
Go to Accounts Setup FAQ
Sales
Choose your default sales layout, set pricing and tax preferences, add customer details, and define how payments are recorded. This step ensures your sales workflow is organized, and ready to go.
Go to Sales Setup FAQ
Purchases
Set your default purchase layout, vendor details, tax and payment preferences, and linked accounts. Add vendor cards and enter any outstanding historical purchases to ensure your payables start organized.
Go to Purchases Setup FAQ
Payroll
Enter your payroll tax tables, payroll year, and key company payroll details, then select the accounts and categories used to track wages, taxes, and deductions. Add employee cards and choose whether to use timesheets. This step ensures payroll is compliant from the start.
Go to Payroll Setup FAQ
Additional Preferences
Access advanced settings to tailor how AccountEdge works—from security controls and multi-currency options to window layouts, reports, forms, banking, sales, purchases, and inventory behaviors.
Go to Preferences Setup FAQ