AccountEdge Knowledge Base

Will my customized forms transfer over?

Yes, use the Migration Assistant to move your customized forms to this version of AccountEdge.

What if I’m already on an annual Payroll Tax plan?

If you want to switch to an AccountEdge Pro subscription, you can apply your remaining Payroll subscription to your AccountEdge subscription.

Will my subscription include future updates and upgrades?

Yes. As long as your subscription is current, when we update or upgrade AccountEdge, you’ll have full, complimentary access to those new versions.

Is this desktop or cloud software?

Desktop. You can still use AccountEdge Connect with this version of AccountEdge, should you require cloud collaboration tools, but an AccountEdge subscription is for desktop software.

Can I return to my old version of AccountEdge if I cancel?

If you’ve upgraded your file using the subscription's newer version – it would only be compatible with the latest release. If you revert back to an older version of AccountEdge, you will need an OS that supports the version you previously had, and a back-up of your file before you attempted to upgrade it on the new version. You will have to restore this back-up and re-enter data.

What happens if I cancel?

You can cancel at any time. You will continue to have read-only access to your AccountEdge software to view information and run reports. You will not be able to add new transactions. You can re-subscribe at any time.

Will my AccountEdge add-ons work?

Yes, credit card processing, Payroll Forms Service, and AccountEdge Connect all work with this version of AccountEdge.

What if I don’t have a constant internet connection?

Your subscription is billed monthly, so as long as you have paid for the month, you’ll be able to use AccountEdge without an internet connection. However, you will need to connect to our servers at least once a month to confirm your subscription is active to maintain access. If you reach your expiration date, and have not renewed, you will be put into a 7-day grace period. Once your grace period ends, AccountEdge Pro will go into Read-Only mode.

How can I switch from Single to Multi-User?

When you are wanting to switch from Single to Multi-user versions of AccountEdge, and you already have a single-user version of AccountEdge, when modifying your subscription (See 'Adding/Removing Services for Subscriptions' under 'My Account Page FAQ') you will get a prompt to switch from single to multi-user when changing the number of workstation licenses you currently own to any number greater than 1.