how do i sync account edge with my iPad

Sean O'Neill's Avatar

Sean O'Neill

15 Aug, 2011 02:14 PM via web

Hello i have just bought accountedge and i have set up my new company i have just downloaded the accountedge mobile app onto my iPad how do i set up and sync the two devices

  1. Support Staff 2 Posted by Simon on 18 Aug, 2011 03:01 PM

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    We have a great Knowledge Base article on how to get starting using AccountEdge Mobile and tying it together with AccountEdge Desktop. I have attached the link below:

    http://support.accountedge.com/kb/accountedge-mobile/accountedge-mo...

  2. 3 Posted by Aubrey on 06 Feb, 2012 05:55 PM

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    I am starting with ae mobile and am not able to get the lists to show up on my iPhone. I have synced and force synced and still no lists or transactions. Any ideas.

  3. Support Staff 4 Posted by Simon on 06 Feb, 2012 06:56 PM

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    You can take a look at our videos found in the previous post on how to set up AccountEdge Desktop with AccountEdge Mobile.

    What is the Device Name that you are using in Desktop and Mobile? Can you verify that it is entered in correctly?

    Do you have list information (Customers, Vendors, Accounts, Jobs, etc.) in your current company file?

    If you are still having issues, you can call into our Customer Service Team at (800) 322-6962 for assistance.

  4. 5 Posted by Keith on 11 Feb, 2012 04:57 PM

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    My sync stopped working and when I go to device manager to try to force a sync - I see my "Devices tab is grayed out and inaccessable. I can't link to my Dropbox account or add a device. Yes - I am putting in the correct log-in info.

    Can anyone help? Thanks

  5. 6 Posted by Aubrey on 11 Feb, 2012 10:08 PM

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    You might try trashing the app and reloading it . I did that and then synced a sample customer with the cloud and then it all started working????

  6. 7 Posted by K. J. on 11 Feb, 2012 11:19 PM

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    Tried it. Didn't work. I used tried a sample company and uninstalled/reinstalled on both PC and ipad. My error message on AE still says unable to link. Any more thoughts?
    Thank You,
    Access Envelope, Inc.

  7. 8 Posted by Aubrey Hunter on 12 Feb, 2012 01:23 AM

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    Make sure your device names match up exactly on both the lap top and the phone or iPad.

    Sent from my iPhone

  8. 9 Posted by Aubrey Hunter on 12 Feb, 2012 07:40 AM

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    Make sure your device names match up exactly on both the lap top and the phone or iPad.

    Sent from my iPhone

  9. 10 Posted by K. J. on 12 Feb, 2012 05:05 PM

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    That's the problem. I can't access the device tab on AE on the PC. I can go to Device Manager but the Device tab is grayed out and will not let me select it to add/check the device name.
    Thank you for your help. I am now thinking about re-installing AE. Any ideas?
    Thank You,
    Access Envelope, Inc.

  10. Support Staff 11 Posted by Jamie on 13 Feb, 2012 03:21 PM

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    Is that the full error message you receive when trying to link?

  11. 12 Posted by Access Envelope on 13 Feb, 2012 04:42 PM

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    Hi Jamie;

    The exact message is "The Dropbox account could not be linked. Please verify the Dropbox account and password entered and try again. If you continue to have this problem, please check your internet connection, firewall settings and that the Dropbox account is accessible."

    I have done all these things and gone to my Dropbox account to verify the settings. I just can't seem to get logged on from AE??? Any ideas?

    I did change my Dropbox password last week. Could that have changed something in AE?

    Keith

  12. Support Staff 13 Posted by Jamie on 13 Feb, 2012 04:48 PM

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    Keith

    The software doesn't like any special characters in your password.
    eg. #, !, %.

    Are you able to change your password if it does contain these special characters and try again?

  13. 14 Posted by Aubrey Hunter on 13 Feb, 2012 05:11 PM

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    Make sure you sync the laptop first then the device tab should be available.

    Sent from my iPhone

  14. 15 Posted by Access Envelope on 13 Feb, 2012 05:17 PM

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    THAT WORKED!!!!!! - YOU’RE MY HERO!!!!! THANKS

    Keith

  15. 16 Posted by Access Envelope on 13 Feb, 2012 05:19 PM

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    Thanks for your diligence. I just received a reply from "Jamie" as well who suggested that I change my Dropbox password to exclude special characters. This solution worked.

    Thanks to all of you for stepping up!

    Keith

  16. Support Staff 17 Posted by Jamie on 13 Feb, 2012 05:25 PM

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    You're welcome Keith!

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