Migrating Your Company File and Other Related Files to AccountEdge Hosted
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:
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 2019 US.
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
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.
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 2019 folders found in their Documents directory.
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 2019 directory found in their Documents folder.