Advanced Search for Accounts and Select From Lists Change in Terminology Bank Deposit - Attach Documents Bank register changes Notes on reconciliation and payments Contact added to Cards List search Calendar icon on date fields One click to email Job information updated Customizing Jobs Purge Jobs Delete deposit on orders Print Paid Stamp Copy From for Auto Build Items Item Kits HMRC Changes Item Kit Reports Job report changes

Learning about your software Where to start Exploring your software

Overview Create a company file Set up accounts Enter account opening balances Set up preferences Set a password for the Administrator user ID

Overview Set up sales Set up purchases Set up payroll Do an initial bank reconciliation Create item records Enter stock opening balances Set up a Web Store Manage Mobile Application Manage AccountEdge Cloud Setup UPS shipping

Receiving money Preparing a bank deposit Spending money Entering transactions in the Bank Register window Transferring money between accounts Tracking petty cash expenses Reconciling your bank accounts Importing statements Recording miscellaneous transactions Void Cheques Credit card transactions Analysing your cash flow

Creating a Lead Card Creating a customer card Entering sales Recording sales with insufficient on-hand item quantities Changing the status of a sale Change Orders Reviewing your sales information Receiving payments Printing payment receipts Credit control Creating customer credits Dealing with a supplier who is also a customer Accounting for bad debts Progress Billing Process Web Orders Manage Escrows & Trusts Commission Tracking

Creating a supplier card Entering purchases Receiving items without a supplier invoice Creating a purchase order from a sale Changing the status of a purchase Reviewing your purchase information Paying suppliers Creating supplier debits Adding finance charges paid to suppliers

Payroll setup tasks Creating payroll categories Creating employee cards Entering employee payroll information Timesheets Processing your payroll RTI Full Payment Submission Employer Payment Summary Employment Allowance HMRC Compliance changes

Payroll liabilities Processing termination payments Reviewing payroll information Earlier Year Update Preparing and filing payroll tax forms

About the time billing feature Setting time billing preferences Setting billing rates Creating activities Creating activity slips Reviewing and changing activity slips Creating time billing invoices Work in progress Billing Rate Levels

Creating items Creating Item Variations Create Item Kits Making stock adjustments Multiple stock locations Building items Count stock Reviewing your stock information Setting item prices Customising stock Web Store Sync items Track Serial Numbers

About the multiple-currency feature Setting up multiple currencies Exchange rates Tracking currency gains and losses Miscellaneous transactions

Setting up VAT codes VAT reports EC sales EC purchases

Adding a record Finding a record Changing a record Inactivating or reactivating a record Deleting a record Combining records Tracking Mileage Documents Email Templates

Producing reports Printing report batches Customising reports

Finding a transaction Changing or deleting a transaction Reversing a transaction Recurring transactions Create copy of a transaction Publishing to iCal

Finding forms Sending forms Customising forms Adding and editing elements

Creating a card Keeping in touch with your contacts Grouping your contacts Customising cards Reviewing your contact information

Tracking financial information Tracking reimbursable expenses Budgets Auditing your records Reviewing financial information

Month-end procedures Starting a new financial year Starting a new payroll year

Managing user accounts Backing up and restoring company files Servicing your company file

Exporting data Importing data -Managing import and export records AppleScripts

Preparing company files for multiple users Setting up the network hardware Setting up a company file folder on a Mac OS X host Accessing the shared company file from Mac OS X workstations