There are a number of ways you can set up AccountEdge to help you make your accounting tasks more efficient.

• You can use the Easy-Fill feature to quickly enter account numbers, item numbers and card names that you enter frequently. When you enter an existing account number or card name, Easy-Fill will “recognize” the entry you’re making and automatically fill in the rest of the entry for you. If you want to use Easy-Fill, click the Windows tab in the Preferences window, then mark the box labeled “Use Easy-Fill When Selecting From a List.”


• If your company has many items in stock, your list of items is probably long. If you’d like to sort your item search lists alphabetically by the items’ names instead of by the items’ numbers, click the Windows tab in the Preferences window, then mark the box labeled “Select Items by Item Name, Not Item Number.”


• If you enter long descriptions on sales and purchases, and you want to view those descriptions in their entirety whenever the Description field is active, click the Windows tab in the Preferences window, then mark the box labeled “Use Expandable Data Entry Fields in Windows.”


• If you want to the To Do List to appear immediately when you start AccountEdge, click the Windows tab in the Preferences window, then mark the box labeled “Display To Do List When Starting AccountEdge.”