Support Folder - Custom Forms Folder

Beginning in 2012, releases of AccountEdge Pro and AccountEdge Basic use a Support / Custom Forms folder. This Support folder, which is created by default in your Documents folder, is created with the name and year of the product (e.g., AccountEdge Basic v2 US, AccountEdge Pro 2013 CA and AccountEdge Pro 2014 US on Mac and Windows machines, and AccountEdge NE 2013 CA, AccountEdge NE 2014 US on the Mac).

You can locate the Support / Custom Forms folder from AccountEdge by opening the Company Data Auditor window: Go to the top menu bar and select Command Centers > Accounts > Company Data Auditor. In this window you will see where it says "Custom Forms, etc" and lists the location of the support folder.
  • Mac OS: Click the magnifying glass to take you to the support folder.
  • Windows OS: Click the location link to take you to the support folder.

The Support / Custom Forms folder contains the following folders:

  • Custom Forms - The template forms, including those you may have customized, used for printing
  • Custom Reports - The report templates you've created and customized
  • Graphics - Graphic files that you've attached to records in your company file
  • Letters - Letter and customized letter templates that you use
  • Spreadsheets - Spreadsheet templates and customized spreadsheet templates that you use

If you are upgrading from an older version to a newer version AccountEdge Pro can copy custom forms and templates from older versions of AccountEdge to the Custom Forms, etc. folder of your latest installation. To do this, launch AccountEdge to the Welcome screen and then in the lower right corner select Company File Maintenance > Migrate Previous Version.

In an AccountEdge NE environment

  • The contents of this Support / Custom Forms folder should be the same on every work station. If this is the case for your environment, you should copy the contents to the Support / Custom Forms folder on each work station
  • The Graphics folder is located in the Macintosh HD/Library/Application Support/AccountEdge NE folder on the host machine

In a non-AccountEdge NE environment, the Support / Custom Forms folder also contains the Widgets, sample company file, and unless you indicate otherwise, the Documents folder that will contain files of the documents you've attached to records in your company file.