AccountEdge Network Edition QuickStart

AccountEdge Network Edition Quick Start

1. Installation

The installation media is available as a file download. This file is a zip archive of the installation disk image. You should download this archive to a convenient folder on your Mac. By default, this folder will be the Downloads folder. Once downloaded, double-click the zip archive to extract the installation disk image. Then double-click on the disk image to start the installation process. If on the other hand, you are installing from a CD, insert the CD into the Mac CD drive to start the installation process. When the installation concludes, you'll be requested to restart your Mac.

Note: Because of security implications and the possibility of company file corruption, using AccountEdge Network Edition in an environment other than a LAN is not recommended.

2. Start FileConnect

AccountEdge Network Edition users on the different workstations do not access a company file directly, all transactions are managed by FileConnect on behalf of users.

Because AccountEdge Network Edition does not know which machine in a site will be the host machine, FileConnect does not start automatically after installation. You'll have to start FileConnect on the machine that you have identified as a host. Thereafter, FileConnect will start when the machine is restarted. Before starting FileConnect on the host machine, you should verify the machine is on the local area network (LAN). If the machine is using more than one network service (e.g., an ethernet service and a wireless AirPort service), verify the service order is correct for your environment. FileConnect will use the first service in the list indicated in the Network area of your System Preferences.*

To Start FileConnect

  1. Open System Preferences by clicking the little apple in the upper left-hand corner of your screen, and scrolling to System Preferences
  2. Click the AccountEdge Network Edition icon
  3. Click the Port Number tab to indicate a specific port number if necessary
  4. Click the Start/Stop tab, and click Start FileConnect if it isn't already running
  5. Enter your Mac Administrator name and password if requested
When FileConnect is running, you'll see a sentence indicating that, and the window will show your host name and IP Address. You can close the System Preferences.

3. Create a Company File

If your host machine isn't listed when you look under the Bonjour tab of the Company File Browser, and isn't available using its IP Address, it's possible FileConnect isn't running on the host machine. Verify FileConnect is running on the host machine; start FileConnect if necessary. This is done in the Mac's System Preferences on the host machine.

The New Company file assistant simplifies the process of creating a company file. If you need additional information about each step as you proceed through the Assistant, click the Help button at the bottom of any window.

  1. Launch AccountEdge Network Edition
  2. Select Create Company File from the Company File Maintenance menu in the lower right-hand corner of the Welcome window
  3. Follow the on-screen instructions until you reach the Create your company file window
  4. In the Create your company file window, click Browse
  5. Select the host machine
    • To identify the host machine using Bonjour, click the Bonjour tab, and select the host machine
    • To identify the host machine using the IP address, click IP Address tab, and enter the IP address and port number of the host machine
  6. Enter a name for your company file in the Save As field, then click Save
  7. Click Next, and your company file will be saved on the host machine
  8. If you want to continue setting up your company file, you can use the Easy Setup Assistant to help you through the main company file setup tasks
  9. If you want to set up your company file later, close the Easy Setup Assistant

4. Add Users to a Company File

To Add Additional Users to a Company File

  1. While in an open company file, select Preferences from the Setup menu at the top of the screen
  2. Click on the Security tab
  3. Click on the User IDs button in the lower left-hand side of the window
  4. Click the button to add a new user

5. Upgrade a Company File

5.1 Upgrading Files From Older Versions

Company files used in previous versions of AccountEdge will need to be upgraded before you can use them in the latest version of AccountEdge Network Edition. Files need to be upgraded on the machine where the file resides (the host machine). To upgrade a company file

  1. Launch AccountEdge Network Edition
  2. Select Upgrade company file from the Company File Maintenance menu in the lower right-hand corner of the window
  3. In the Upgrade Assistant window, click Find File
  4. Navigate to the folder where the company file resides. If the old file resides in the Databases folder
    • In pre-10.7 Macs, click on Macintosh HD > Library > Application Support > AccountEdge NE > Databases
    • In 10.7 and newer Macs, select column view, and slide left to expose the folders on the left; select Library > Application Support > AcountEdge NE > Databases
  5. Click on the file to upgrade
  6. Click the Open button
  7. In the Upgrade Assistant window, click the Save As button
  8. Navigate to the Databases folder
    • In pre-10.7 Macs, click on Macintosh HD > Library > Application Support > AccountEdge NE > Databases
    • In 10.7 and newer Macs, select column view, and slide left to expose the folders on the left; select Library > Application Support > AcountEdge NE > Databases
  9. Indicate the name of the upgraded company file (cannot be the same name as the original file)
  10. Click the Save button
  11. In the Upgrade Assistant window, click the Next button
  12. Confirm your selections; click the Next button
  13. Click Finish in the Upgrade Assistant, Congratulations window
  14. Your file is upgraded, you can use Browse from the AccountEdge Network Edition Welcome window to open your company file

5.2 Upgrading From AccountEdge Pro

Company files used in AccountEdge Pro are completely compatible with AccountEdge Network Edition. When using AccountEdge Network Edition, the company file must reside in a specific folder on the host machine. If you are upgrading from AccountEdge Pro to AccountEdge Network Edition, you will need to move your company file to this location on the host machine, which is Macintosh HD/Library/Application Support/AccountEdge NE/Databases

6. Open a Company File

If your host machine isn't listed when you look under the Bonjour tab of the Company File Browser, and isn't available using its IP Address, it's possible FileConnect isn't running on the host machine. Verify FileConnect is running on the host machine; start FileConnect if necessary. This is done in the Mac's System Preferences on the host machine.

AccountEdge Network Edition remembers the name of the last file opened. If the file had been previously opened, you can click the Open button in the AccountEdge Welcome window. Otherwise,

To open a company file by browsing for it

  1. Launch AccountEdge Network Edition
  2. Click the Browse button in the Welcome window to open the Company File Browser
  3. Select either Bonjour or IP Address to locate the host machine
  4. Select the host machine
  5. Select the company file you want to open and click Open

Notes:
*  Wireless networks are acceptable; ethernet-based (wired) networks are preferred. New Macbook Pro laptops with Retina displays do not have ethernet connections, however. To connect these machines, you would need an adapter that will connect to the USB or Thunderbolt (preferred) port.