AccountEdge Quick Start

Getting started is hard, we make it easy and affordable by working with one of our AccountEdge Partners.

AccountEdge Quick Start

Get Started with AccountEdge Faster

For new AccountEdge customers, Quick Start is a great way to get started faster and more efficiently with AccountEdge. Get matched with a member of our Partner Program to help you with your specific needs.

For $499 you get a 5-hour block of time to use however you need with an AccountEdge Partner, they will work with you to determine how best to use the hours and schedule your first session.

Set Up and Configuration

Set Up and Configuration

Create, configure and personalize a brand new company file tailored to your unique business needs.

Training

Training

Get one-on-one training for you and your staff on topics selected by your team.

Customization

Customization

Customize your workflows and reports, plus your invoices and checks to be compatible with your current stock of pre-printed checks and forms.

Menu of Services

Select the services that are most important to you for your AccountEdge setup. Our partners will have a consultation call before your project begins to set priorities and expectations of deliverables.

  • AccountEdge Overview/Tour
  • Create a New Company File
  • Training/Set Up for Specific Module (Inventory, Payroll, Time Billing, etc)
  • Set Up File Preferences
  • Configure Multi-User Set Up
  • Customizing Checks and Forms
  • Customizing Emails and Letters
  • Set Up Chart of Accounts (w/ Opening Balances)
  • Set Up AR/AP Opening Balances
  • Set Up Inventory Opening Balances
  • Set Up Contacts
  • Training/Set Up for AccountEdge Connect
  • Set Up Bank Reconciliations
  • Web Pay Configuration
  • Set Up Credit Limits
  • Set Up Recurring Transactions
  • Merchant Account Set Up
  • Best Practices Training

$499 for 5-hours

Work with an AccountEdge Partner to get started with AccountEdge.

After you submit the online form, you will be matched with a partner that can offer remote consulting and training. Within 2-4 business days you will hear from them to schedule a consultation call to review your requested services and to receive payment. You will then work together to determine how to best utilize your 5 hours of consulting time.

AccountEdge Quick Start

Submit this form to get matched with an AccountEdge Partner.

Get Started