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ACCLIVITY ACCOUNTEDGE PRO 2012 FOR MAC
ACCLIVITY ACCOUNTEDGE PRO 2012 INSTALL
ACCLIVITY ACCOUNTEDGE PRO 2012 SOFTWARE

Detailed guides are available to help the transfer of key financial data and a $100 rebate is available for previous QuickBooks owners switching to AccountEdge Pro. AccountEdge 2018 is another big step in that direction."ĪccountEdge is a great solution for QuickBooks users that need more than what an online app can offer. "Cloud computing is great, and we have AccountEdge Connect, our optional cloud-based add-on, but there are thousands of small businesses who still want the choice of using native desktop accounting software.

ACCLIVITY ACCOUNTEDGE PRO 2012 FOR MAC

You can edit, add, and remove accounts from the default list, and easily add your opening balances to your accounts.įor more information about Creating Your AccountEdge Company File, click here."Since Intuit announced that QuickBooks for Mac will be discontinued, we've been more focused than ever on investing in our desktop accounting software," says Scott Davisson, Acclivity's Co-Founder.

From there you can choose your Industry and Business Type, and AccountEdge will create your list of accounts. When creating your company file, you can select I would like to start with one of the lists provided by AccountEdge. If you do not have a detailed account list in QuickBooks, it may be easier for you to use one of the default lists from AccountEdge and enter in your opening balances as of your switch date.

You will be able to add accounts as needed when you begin entering transactions. Your new file will be set up with the bare-minimum accounts required by AccountEdge.

I would like to build my own accounts list.

You will be able to import your accounts list after you complete the New Company File Assistant. You can import an accounts list provided by your accountant or from a previous accounting system.

I would like to import a list of accounts provided by my accountant.

If you do not have an existing accounts list, choose this option. AccountEdge will add an accounts list based on your business type that is commonly used by other similar businesses.

I would like to start with one of the lists provided by AccountEdge.

You can start with a chart of accounts provided by AccountEdge or import your own list. When you get to Step 4 in the setup process, Accounts List, you have a choice on how you would like to set up your chart of accounts. You can also create a new Company File from the drop-down menu on the bottom right of the Welcome Window, click the Company File Maintenance drop-down and select Create Company File. To begin, launch AccountEdge and select Create from the Welcome Window to start the New Company File Assistant. Once installed, it is time to create your new AccountEdge Company File.

ACCLIVITY ACCOUNTEDGE PRO 2012 INSTALL

They will also help you match and import your QuickBooks information correctly in AccountEdge.įollow the same steps to also export Customer Cards, Lead Cards, Vendor Cards, Employee Cards, Items, and Activities.īefore you get started converting your QuickBooks data, you will need to install AccountEdge on your computer. Use these exported files as a tool to help you better understand the AccountEdge field names and types.

ACCLIVITY ACCOUNTEDGE PRO 2012 SOFTWARE

Open the new text file in your spreadsheet software to view in an easily readable format. Save the exported text file (.txt) to your desktop, so it is easy to locate. Select Match All to export all available data, click Export. Keep the defaults on the first window, click Continue. Click on File from the top menu bar and then from the drop-down select Export Data > Accounts > Account Information. Open AccountEdge and select to open the Sample Company from the AccountEdge Welcome Window. This is the best way to match your existing data with the correct field names that AccountEdge will use when you import your information. Widgets Coffee Co.Ī quick trick to get familiar with the AccountEdge data format is to export data from our sample Company File, Widgets Coffee Co., which is included when you install AccountEdge. The key to bringing your data from QuickBooks into AccountEdge is being comfortable working with data in Excel, understanding the fields available in QuickBooks and AccountEdge, and using Excel to maximize the data you convert.