AccountEdge Basic Quick Start Videos

Table of Contents

AccountEdge Basic Quick Start: Introduction

AccountEdge Basic Quick Start: Bank Register Overview

AccountEdge Basic Quick Start: Spend Money Transactions

AccountEdge Basic Quick Start: Receive Money Transactions

AccountEdge Basic Quick Start: Add Contact Card

AccountEdge Basic Quick Start: Add Account

AccountEdge Basic Quick Start: Recurring Transactions

AccountEdge Basic Quick Start: Banking Reports

AccountEdge Basic Quick Start: Card Transactions Report

AccountEdge Basic Quick Start: P&L Report

AccountEdge Basic Quick Start: Balance Sheet Report

AccountEdge Basic Quick Start: Accountant Reports

AccountEdge Basic Quick Start: File Maintenance

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AccountEdge Basic Quick Start: Introduction

This video describes the overall functionality of AccountEdge Basic that is essential for most customers.

AccountEdge Basic Quick Start: Bank Register Overview

This video takes a detailed look at the Bank Register window. It explains how to use filters to search for transactions that were posted to a specific checking or liability account. It also discusses how to process spend/receive money transactions inside of the Bank Register window.

AccountEdge Basic Quick Start: Spend Money Transactions

Whether transactions are cash, checks or credit card charges they will be recorded in the spend money window. This video explains how to split transactions between multiple accounts, handle hand written checks, record a debit card or cash payment, write checks to cash, and record a credit card payment.

AccountEdge Basic Quick Start: Receive Money Transactions

The Receive Money window is used to record receipts from either cash, checks, or credit card charges. This video also explains how to split the receive money transactions between multiple accounts.

AccountEdge Basic Quick Start: Add Contact Card

This video explains how to reference an existing Customer/Vendor card, and how to create a new card file while entering a transaction in the Spend or Receive Money window.

AccountEdge Basic Quick Start: Add Account

This video explains how to select an Account from the spend/receive money transaction window, the different types of accounts, and how to create a new account.

AccountEdge Basic Quick Start: Recurring Transactions

This video explains how to use and save recurring transactions from the spend/receive money window.

AccountEdge Basic Quick Start: Banking Reports

This video explains the list of banking reports, and the filters attached to them. Explains how you can print the report, and send it to other applications such as Microsoft Outlook.

AccountEdge Basic Quick Start: Card Transactions Report

This video explains how to display and print a report of card transactions from customers or vendors based on their entries in the card file. Also discusses using filters to customize the report for a specific customer/vendor or by date range.

AccountEdge Basic Quick Start: P&L Report

The profit and loss report shows the status of income, cost of sales, and expense accounts. This video explains how to customize the fiscal year on the report, the difference between accrual and cash reporting basis, as well as report levels.

AccountEdge Basic Quick Start: Balance Sheet Report

The Balance Sheet report shows the status of assets, liability, and equity accounts. Also explains the filters used to customize balance sheet reports. It discusses the difference between accrual and cash reporting, fiscal year, and report levels.

AccountEdge Basic Quick Start: Accountant Reports

This video discusses the reports that are most widely used to transfer information to an Accountant. It also explains how to email the report, or save them as a .pdf file to send multiple reports at once. Reports include the Standard Balance Sheet, Standard P&L, cash disbursements, cash receipts, accounts receivable, account transactions, trial balance detail, and accounts receivable exception report.

AccountEdge Basic Quick Start: File Maintenance

Discusses the options given on the AccountEdge Basic welcome window such as backing up, restoring, opening the sample company, browsing for a file, the verification process, and the optimization process. Also talks about preferences set inside of AccountEdge that can remind you to perform file maintenance on your company file. This video discusses where to create a new fiscal year as well as the company data auditor button.