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AccountEdge Tips and Tricks Newsletter
February 2019
Deleting a Transaction
AccountEdge makes it easy to delete or reverse a transaction you’ve recorded. Let us walk you through the process for different types of transactions in AccountEdge.
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ADMIN
Importing and Exporting with AccountEdge
AccountEdge allows you to import and export master records, lists, and transactions. It can save you a tremendous amount of time when switching from another app or updating existing records in AccountEdge.
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CUSTOMIZATION
Customizing Checks
There are several different check types available in AccountEdge. Use our integrated customization tools to configure regular, payable, refund and payroll checks based on your existing check stock.
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Free Copy for your Accountant
For AccountEdge users on the latest version, we offer a Free Accountant Copy of AccountEdge to any professionally licensed accountant, helping you to share your financial information much easier. This will make sharing your financial information much easier, and the files are cross platform compatible so even though you may not be on the same operating system as your accountant, you will still be able to share your file with them.
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