AccountEdge University

Learn the basics of accounting (the debits and credits), how your chart of accounts is the basis of your financial statements, and all the other tools available to manage your business without being an accountant.

Learn how to manage your business banking, from the checkbook to the general ledger.

This session features a deep dive into AccountEdge’s Banking command center. We’ll explain the difference between the check register and using sales and purchases to record customer payments and vendor payments. We will cover accounts receivable and payable, paying your bills, accepting payments, and bank reconciliation.

Plus, how to use AccountEdge Connect to send customer invoices with a Pay Now button, allowing them to pay you via secure credit card transactions.

Learn more about how to get the most out of your inventory management with AccountEdge. We will cover managing your items list and inventory counts, how sales and purchases will affect your stock, and how you can sell online with our Shopify integration. Learn how to manage, build, adjust, and record transactions affecting the inventory of physical items and service items. Plus, serialization, warranty tracking, UPS shipping, buying and selling units of measure, quantity breaks, and price levels.

Learn how to pay your employees (and yourselves) in AccountEdge. We will cover configuring your employee’s wages, accruals, deductions, and taxes and processing payroll checks.

Learn how to use lead, customer, vendor, and employee Card File details. We will cover using the Card Information window to set customer and vendor defaults, manage addresses, identifiers, custom lists and fields, plus selling/buying and payment details. Get insights into tracking leads and converting leads into customers.

Learn how to submit, track, and bill for time and services in AccountEdge. We will cover setting up and working with activity slips and timesheets, using billing rate levels, and preparing time billing invoices. Also, learn how to sell services and track service items on the desktop and the web with AccountEdge Connect.

Learn how to accept payments within AccountEdge. We will cover processing credit cards from an AccountEdge invoice, accepting payments remotely, emailing customer statements your customers can pay online, using WebPay to allow your clients to pay you via a customer portal, and setting up bulk recurring payments with AccountEdge Connect.

Learn how to incorporate AccountEdge Connect, our online collaboration tool, into your daily accounting processes. Let us teach you how to record transactions from any web-enabled device using data synced from AccountEdge. We will demonstrate how to let employees enter their time, how to record all sales transaction types, process payments, use the customer portal, make vendor payments, and manage contacts, jobs, and items.

Learn how to configure default sales and purchases forms and customize each template. We will cover using AccountEdge’s forms customization tools to add fields, text, images, and shapes to your printed forms. We will also review email templates and how to modify them to communicate with your contacts.

We cover multi-user access with workstation licenses, setting up user permissions, and how AccountEdge Connect can help remote (and in-office) team members perform key AccountEdge functions from any browser on any device.