We will help you determine which is the best service plan for your individual needs.

The Beginning
  • Assess your company’s needs
  • Plan your conversion and usage of features
  • Install software and create a new company file
  • Setup all features that you will be using
  • Transfer Information and Balances from current system into new package
  • Customize all appropriate forms (Invoice, P.O., Check, etc)
  • Training notes with pictures
  • Reorganize filing systems & company procedures around the new software
Using The Checkbook
  • Pay Bills with a check or credit card
  • Enter Customer Payments; Bank Deposits
  • Set up recurring entries
  • Reconcile bank and credit card accounts
Time Tracking/Billing
  • Setup Activities
  • Enter and bill time
  • Time Billing Reports
  • Customize your invoice
  • Online or on your computer

Do it yourself (you are responsible)

  • Set up Employee Cards
  • Set up Payroll Categories
  • Process a Payroll
  • Pay Taxes
  • Payroll Reports

Outsource it (they are responsible)

  • Set it all up online
  • Set up Items and Locations
  • Sales Orders to Invoices
  • Purchase Orders to Bills
  • Manage Inventory quantities and values
  • Inventory Reports
Job Tracking
  • Setup Jobs
  • Enter budgets on jobs
  • Attach costs to jobs
  • Automatically bill job costs
  • Job Profitability Reports
Online Sales
  • Setup web store using Enstore
  • Push items list to webstore
  • Sync web sales to AccountEdge
Mobile Accounting
  • Setup mobile devices
  • Enter transactions on mobile device
  • Sync with mobile device and AE