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AccountEdge Tips and Tricks Newsletter

The Videos

In this edition of the Tips and Tricks newsletter we're going to focus on some new enhancements, and some of our greatest hits - all by way of video, to help you understand how to use them and why.

General

- Learn more about Saving Window Sizes and Locations in AccountEdge click here.

- Learn more about the payroll update checking process and loading tax tables click here

- Lean how to deal with Gatekeeper on Macintosh
In this video we cover changes to Gatekeeper in Mac OS X 10.9.5 and Yosemite 10.10. click here
- Lean how to use the new Split Jobs feature. click here

AccountEdge Cloud

- Learn more about Setting Custom Transaction ID Numbers in AccountEdge Cloud click here.

- Learn how to use Multiple Currencies in AccountEdge Cloud
click here.

Sales

- Setting Up and Using Reimburseable Expenses
In this video we cover how to setup and use the Reimbursable Expenses feature in AccountEdge. click here.

- Some Helpful Tips On Dealing with Quotes
Some quick tips when dealing with quotes. Converting them and an option to either delete or retain when converted to an invoice.. click here

- How to deal with Gift Cards
In this video we cover the basics of setting up and using this powerful feature. click here

Inventory

- New: Returns and Credit Memos
Learn how to use this new feature, just added to AccountEdge 2014 click here.

- Combine Items
If you're looking to combine duplicate items into a single item or even multiple inactive items into one item, you can use the Combine Items feature which is new in AccountEdge Pro 2014. click here

- How to Setup and Use Price Levels and Quantity Discounts
In this video we cover the basics of setting up and using this powerful feature. click here
- Learn different methods to set item prices. click here

Shopify

Setting up the AccountEdge Shopify Connector
Learn How to Sync Transactionsclick here

Integrating with AccountEdge, get more information click here.

Get more information on the new Locations and Quantities in AccountEdge (for Canada) click here.

Integrating with Checkout POS for Mac, get more information click here.

View our recent webinar on integrating Shopify with Checkout POS for Mac click here.

View our recent webinar on integrating Shopify with AccountEdge click here.

Contact Us

Each month we present articles that are timely, interesting and informative, to help you use AccountEdge more effectively. This newsletter will not be used as a sales tool.

We invite you to send us your thoughts.

Customer Service: 800-322-6962
Hours of Operation: 9am - 6pm Eastern Time, M-F
Ed. Note: We're saddened by the loss of a coworker, friend, and the editor of this newsletter. We know you are playing bagpipes in heaven...
©2014 Acclivity Group LLC. AccountEdge is a registered trademark of Acclivity Group LLC.