AccountEdge Network Edition -- Setup
System requirements, choosing a host, installing NE + FileConnect, and company file tasks -- create, open, backup, restore, verify, optimize, upgrade, attach documents, switch host.
Search the Setup Guides
This search only looks inside these setup guides -- it's separate from the main Support Hub search. Try a keyword like "odbc," "cloud desktop," "preferences," "network edition," or "migrating files."
AccountEdge Hosted
What Hosted is, getting connected via RDP, migrating a company file, adding/removing users, passwords, backups, disaster recovery, plus performance and lock-file issues.
ODBC Integration Setup
Installing the AccountEdge ODBC driver, creating a data source, testing the connection, common errors, and internal pricing/purchase reference.
AccountEdge Preferences Reference Guide
What every AccountEdge preference does when checked vs. unchecked, by Setup > Preferences tab: System, Windows, Reports & Forms, Banking, Sales, Purchases, Inventory, Security.
AccountEdge + Shopify Rep Guide
Internal rep guide for Shopify setup, ShopSync concepts, windows, scenarios, and escalation handling.
Bank Feeds / Plaid
Plaid linking, hosted Bank Feeds, common connection issues, and support escalation workflow.
Square
Square setup guide placeholder.
AE Connect
Guide is built (getting started, syncing, sync errors, Zapier, etc.) but held back pending additional source material for Web Pay / Direct Pay setup. Not yet linked.
Not yet available
About this library: These are the hub's setup and configuration guides, gathered into one place the same way the Troubleshooting Guides were as the sidebar list grew. These guides stay in the main Support Hub's global search too (except AE Connect, which is intentionally excluded from search until its Web Pay content gap is filled) -- this page's search box is a narrower, focused version for when you already know you want setup content specifically, not a troubleshooting or reference page.