Register for any of our complimentary educational sessions and learn more about AccountEdge.
AccountEdge

— Introducing AccountEdge University —

A Live Educational Series

Please join us online for one (or all) of our complimentary live educational sessions. If you have team members that might be interested as well, please feel free to share.

Scheduling conflict? We've got you covered. As long as you register for the session, we will share a recording a few days after.

Watch our previous educational sessions on the AccountEdge University YouTube Playlist.

Accepting Payments in AccountEdge

Tuesday, June 2nd, 2:00 PM EDT

Learn how to accept payments within AccountEdge. We will cover processing credit cards from an AccountEdge invoice, accepting payments remotely, how to email 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.

Register Here


Go Online with AccountEdge Connect

Tuesday, June 9th, 2:00 PM EDT

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.

Register Here


Forms and Email Customization

Tuesday, June 16th, 2:00 PM EDT

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.

Register Here


AccountEdge and Your Team

Tuesday, June 23rd, 2:00 PM EDT

Learn how to use AccountEdge and collaborate with team members. We will 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.

Register Here