![]() The data file must be updated on the server. Note: If you are using a network version of AccountEdge, you will need to upgrade the software on each computer station. Allow time to complete every activity in this manual as documented prior to beginning ANY work in your company file.Verify Administrator rights are set to allow downloading of new programs.Verify you have created a CYYY data file (KWR_MC#.MYO) and started a new Fiscal and Payroll year per the Year End document instructions found here before beginning the AccountEdge upgrade process.You will need this number in order to upload your payroll taxes. Your serial number can be located in AccountEdge under Help, then Registration. Locate and write down your serial number.Please update and run any antivirus and antispyware scans.Actual paths, folder and file names may be different based on where your company file is stored. PYYY = 2022.Īll computer screen pictures contained in this document are graphical representations. Prior Year is indicated with “PYYY” in the article below. The unique version of AccountEdge provided at the link below must be downloaded from KWConnect to fully function with KW Chart of Accounts & Financial Statement.Ĭurrent Year is indicated with “CYYY” in the article below. Upgrade to a 64-bit operating system before downloading AccountEdge 2022. Your MC Services partner will complete this for you to ensure you have the historical data you need.ĪccountEdge no longer supports 32-bit operating systems. Here is an overview of AccountEdge Hosted.Did you purchase the End of Year Service? Visit our site for more details and to watch a webinar where we will demo it from a Mac and a PC. Your company file is stored on a secure cloud desktop server so that users from any location can access your AccountEdge company file and collaborate in the accounting process. Here is an overview of AccountEdge Connect.Īn AccountEdge Hosted cloud desktop works just like a physical desktop but is hosted in the cloud. The service starts at $10/per user per month and works with our Mac or Windows software. Record sales, purchases, time, banking and other transactions using list information from AccountEdge on your desktop and sync data between the cloud and the desktop. This requires the computer to be running at the office and have the remote access software installed on this computer and the client version of the remote software on your computer at home.Ī Terminal Server solution is similar to Remote Desktop Applications mentioned above, however, you would be connecting to a server that could provide multiple users with their own desktop and applications.ĪccountEdge Connect is a cloud-collaboration tool that integrates with AccountEdge on your desktop allowing employees, bookkeepers and vendors/subcontractors to enter transactions using any web-enabled device. You will see your office computer’s desktop and be able to use it remotely from home. With this option, you would use your computer at home to access a computer running at the office that has AccountEdge installed. We find that the performance using a VPN connection can be quite slow depending on your internet connection. Choosing and setting up a VPN may require an IT professional and can be more costly depending on what network hardware you have in your office. A VPN extends your office network across the internet to your remote computer. ![]() ![]() ![]() You can use a VPN (Virtual Private Network). For more details, read this knowledge base article. There are various options to store your AccountEdge company. However, we have not tested, nor do we support using Dropbox as a file server in any case. Some users report that in a single user environment they have been able to store and access their file from Dropbox with no issues. Why? If two users attempt to access the file simultaneously, Dropbox will create a ‘Conflicted Copy’ of the file. Important Notice: We do not recommend, nor do we support, accessing your data while the file is stored on Dropbox. Your AccountEdge company file can easily be stored on Dropbox, allowing your remote employees to download it to their computers and use it locally Then, when they are finished they can copy the file back up to Dropbox. Here are the instructions to move AccountEdge to a new machine. If you need to install AccountEdge on your home computer or laptop, you can de-register your AccountEdge license to then be used on a new machine. This article will discuss your options to support a work-from-home/remote workforce and still continue to record your accounting transactions.
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