Technical Support Demo – AccountEdge

Please download our AccountEdge software using the download link below (page 2).
Familiarize yourself with being able to perform the following tasks in AccountEdge:

First Set of Tasks (basic sales & purchases)

1. Create a new company file named "pre-Tech Demo"
2. Create a customer card file for yourself (Use your own name)
3. Create an Invoice (sale) for $100.
4. Create a vendor card labeled "Joseph Grushack"
5. Create a "Bill" (Purchase) for $50.
6. Pay the $50 Bill.
7. Where in AccountEdge can you find the Profit & Loss involving the Sale/Purchase you
created?

Second Set of Tasks (Upgrading Company File)

Download an older version of our Sample Company, Widgets (version 2021) and upgrade it.
1. Download v2021 Widgets file using the link below & save it onto your desktop:
https://www.dropbox.com/scl/fi/y1m9ggvhh16zq673v9ak5/WidgetsCoffeeCo_v26.0.myo.zip?
rlkey=eajslplzbvn961u4y3owq3uqz&dl=0
2. Extract the .myo Widgets file from the compressed backup and save it on your desktop.
3. Using the FAQ below as a guide, upgrade and open the company file in the current
version of AccountEdge:
https://www.accountedge.com/knowledge-base/year-end-procedures/upgrade-process/

Using the links below, please download our AccountEdge software on either your Mac or
Windows machine (whichever you own).

Mac OS 10.15 or higher

https://accountedge.cachefly.net/downloads/AccountEdge_Pro_Mac_Sub.dmg.zip

Windows 10 & 11
https://accountedge.cachefly.net/downloads/AccountEdge_Pro_Win.exe

Resources:

Our external knowledge base (link below) is used for troubleshooting, finding workarounds, and searching
for error messages you may run into:
https://accountedge.helpjuice.com/

Public Help Center is another resource that’s used to describe each function step by step in
AccountEdge. Left hand column has every module listed that exists in the program.

http://help.accountedge.com/us/ae/introduction.003.01.htm

Our YouTube channel with lots of content:

https://www.youtube.com/user/AccountEdge