We have a version of AccountEdge Pro that works on Catalina and Big Sur (and Apple M1 chips) without requiring a virtual machine. Learn More.

Please visit our COVID-19 Resources page for useful payroll and reference information. If you are teleworking, check out Working Remotely with AccountEdge.

  • Section: AccountEdge Basic
  • Last updated: May 31, 2019, 10:35 a.m.

AccountEdge Basic Quick Start Videos

AccountEdge Basic Quick Start: Introduction

This video describes the overall functionality of AccountEdge Basic that is essential for most customers.

AccountEdge Basic Quick Start: Bank Register Overview

This video takes a detailed look at the Bank Register window. It explains how to use filters to search for transactions that were posted to a specificchecking or liability account. It also discusses how to process spend/receive money transactions inside of the Bank Register window.

AccountEdge Basic Quick Start: Spend Money Transactions

Whether transactions are cash, checks or credit card charges they will be recorded in the spend money window. This video explains how to splittransactions between multiple accounts, handle hand written checks, record a debit card or cash payment, write checks to cash, and record a credit cardpayment.

AccountEdge Basic Quichttpk Start: Receive Money Transactions

The Receive Money window is used to record receipts from either cash, checks, or credit card charges. This video also explains how to split the receivemoney transactions between multiple accounts.

AccountEdge Basic Quick Start: Add Contact Card

This video explains how to reference an existing Customer/Vendor card, and how to create a new card file while entering a transaction in the Spend orReceive Money window.

AccountEdge Basic Quick Start: Add Account

This video explains how to select an Account from the spend/receive money transaction window, the different types of accounts, and how to create a newaccount.

AccountEdge Basic Quick Start: Recurring Transactions

This video explains how to use and save recurring transactions from the spend/receive money window.

AccountEdge Basic Quick Start: Banking Reports

This video explains the list of banking reports, and the filters attached to them. Explains how you can print the report, and send it to otherapplications such as Microsoft Outlook.

AccountEdge Basic Quick Start: Card Transactions Report

This video explains how to display and print a report of card transactions from customers or vendors based on their entries in the card file. Alsodiscusses using filters to customize the report for a specific customer/vendor or by date range.

AccountEdge Basic Quick Start: P&L Report

The profit and loss report shows the status of income, cost of sales, and expense accounts. This video explains how to customize the fiscal year on thereport, the difference between accrual and cash reporting basis, as well as report levels.

AccountEdge Basic Quick Start: Balance Sheet Report

The Balance Sheet report shows the status of assets, liability, and equity accounts. Also explains the filters used to customize balance sheet reports. Itdiscusses the difference between accrual and cash reporting, fiscal year, and report levels.

AccountEdge Basic Quick Start: Accountant Reports

This video discusses the reports that are most widely used to transfer information to an Accountant. It also explains how to email the report, or savethem as a .pdf file to send multiple reports at once. Reports include the Standard Balance Sheet, Standard P&L, cash disbursements, cash receipts, accountsreceivable, account transactions, trial balance detail, and accounts receivable exception report.

AccountEdge Basic Quick Start: File Maintenance

Discusses the options given on the AccountEdge Basic welcome window such as backing up, restoring, opening the sample company, browsing for a file, theverification process, and the optimization process. Also talks about preferences set inside of AccountEdge that can remind you to perform file maintenance onyour company file. This video discusses where to create a new fiscal year as well as the company data auditor button.