Using Dropbox for Backup

You probably already know that AccountEdge uses Dropbox for syncing with AccountEdge Mobile, Rerun and Time Tracker. But you can also use Dropbox to store zipped, backup archives of your company file. Because a backup file isn’t something that you would need to access on a regular basis, “storing” it on Dropbox for easy access makes sense.  

You can also use Drobbox to keep folder(s) synced with other devices and computers. So if you save a file or a backup there, it will then be synced to your home computer or be available to a mobile device. In this case we describe Dropbox as working like a “suitcase.” 

For several reasons we do not recommend permanently storing your regular company file on Dropbox.  The first is syncing: when you save your data, it may or may not be synced with the Dropbox file, depending on whether or not you are connected to the network. If you have access to the Dropbox file from a different machine that is connected to the network, changes made from that machine will be synced before your original updates. And, when the first machine is connected to the network, Dropbox will detect the files are out of sync, but neither Dropbox nor the Tech Support team at AccountEdge will be able to offer help to resolve the out of sync status. So a “missing data” situation could occur. Also if you are working with multiple users, some of whom are offsite, hosting your shared file via Dropbox is not a good idea.


3rd Annual Acclivity Picnic

Ah…the time honored tradition of the company picnic. These words alone conjure up images of Kevin (Fred Savage) and the rest of the Arnolds attending the NORCOM family picnic in that great The Wonder Years episode.

Last Friday we held the 3rd Annual Acclivity Picnic at Hedden Park in Randolph, NJ. And while it wasn’t exactly the same as The Wonder Years (thankfully), we did have the usual fare of hockey puck hamburgers, mystery casserole and rubbery chicken on the menu. Just kidding, the food was awesome and many thanks to James and Team for organizing the event

It was a great day. Staff and family, kids and dogs, everyone had fun. Scavenger hunt. Kids battling adults for control of the juke box, Taylor Swift vs. Def Leppard. And best of all, a Photo Booth.  Take a look at some of the pictures and you’ll know what we’re talking about.






Sending Feedback

Any time we send an email to our customers we get some great feedback. What’s odd is that often some of the best feedback has nothing to do with the content of the email. Take, for example, our first newsletter. The first few emails we received talked exclusively about wanting specific features in AccountEdge (OK, one long time user called it “MYOB”, can we retire that? Ever??). But the feedback was very insightful, and we’re glad the newsletter gave these folks the opportunity to reach out to us.

Another email we received was from “Dawn in Wisconsin” (I always wanted to say that, so Letterman-esque) and she writes that she’s “been using AccountEdge for 10 years and there are some things I would like to learn that I am not using”. She wanted more details on the Cash Flow Worksheet, using Custom Fields, and Serialized Inventory. All great topics we will certainly try to cover in upcoming issues. Thank you Dawn!

Other emails thanked us for providing this great new tool. We realize not all topics will be relevant to you every month, but eventually, we think, something will hit home and help you in some small but significant way.

So what is really the best way to “Send Feedback” and request features or enhancements? The best way is to access the “Send Feedback" web form from the link conveniently located under the "Help" menu in AccountEdge. The form asks what version of AccountEdge you are using and for your help in classifying the feedback you want to provide. And there is space for a detailed description. From there we can categorize your feedback and collate and search it more effectively.

Now, you may say you sent Feedback 10 years ago and never received a reply and your feature never made into the product. That’s a different story. First, on the form, we specifically ask you to check a box acknowledging that you will not be contacted. I know, it’s not really warm and fuzzy - but folks were expecting a call to discuss every bit of feedback they sent and if we didn’t act on ‘their’ request in the next release “then we were just weren’t listening”. But we do listen, we comb through the list of features based on the forms you send in and we read the comments (yes, all of them), and we try to determine what we can do to make AccountEdge better not only for existing users but also for prospective users. Even our own favorite features go through this same arduous process.

After more than 20 years in business, we sometimes think we’ve heard everything. But every once in a while, a real gem comes in from a customer and makes us all say “why didn’t we think of that?”. While the Send Feedback form is the best way to reach us regarding product related requests, our eyes and ears and email boxes are always open.

Finally, we will include the link to Send Feedback in all of our newsletters going forward, so you have another way to ping us if something product specific is on your mind.


AccountEdge Mobile 2.30 Release

The release of AccountEdge Mobile 2.30 brings all of the great features from the last release of AccountEdge Mobile to our Canadian customers. These include:

-Process credit cards (with an AccountEdge Merchant Account)
-Quick Sale
-View Open Receivables
-Accept Payment on open Receivables
-Custom Transaction Settings for Payments

Using these new AccountEdge Mobile features requires having the most current version of Accountedge Pro (version 13) installed. In Canada AccountEdge Mobile can be downloaded for free from the iTunes App Store. For all the details on the latest release for Canada you can visit our website

AccountEdge Mobile 2.30 also features enhancements to the US version. You can now select “check” as a payment option in Quick Sale and custom transaction settings for Payments were added. Also there were bug fixes for both the US and UK version.


AccountEdge Canada Release

We’re happy to announce the new release of AccountEdge Pro Canada for Mac and Windows. This is a milestone of sorts. It marks the fifth version of AccountEdge in Canada since the Acclivity re-boot in 2009, making this our “wood” anniversary. We’re not sure what the appropriate gift for a wood anniversary is, but here in Rockaway we celebrated with cake, champagne and an employee raffle for two tickets to a Devils/Canadiens game in December (congratulations Cathryn). You’ll find many great new features in AccountEdge, including some specific for the Canadian market.

  • Direct Deposit & Vendor Payments-Pay employees and vendors electronically through direct deposit and electronic funds transfer.
  • Change Orders-Track changes made to quantities, price, discounts, description, and new lines added on quotes and orders.
  • Retainers, Escrow, & Trust Accounts-Now manage Retainers, Escrows & Trusts and link them directly to any bank account, use those funds to pay bills and get paid easier than ever before.
  • Document Management-Attach or link documents to transactions and customer records. Scan bills, invoices, contracts, and receipts for sales and purchases or add employment forms to employee cards.
  • Get Statement Enhancements-Create rules to help you match imported transaction for faster reconciliation.
  • Batch Delete-Select multiple cards or items and delete them simultaneously.
  • TD-1 Net Claim Amounts
  • Printing of T4s After the Start of a New Payroll Year
As always, AccountEdge is compliant with Canadian sales taxes and payroll requirements: GST, QST, PST, HST, T4s, RL-1s. For details of all the new features you can visit us at the Canadian AccountEdge website.

New AccountEdge Start Here Article

Len Levin, an Accountedge Elite Certified Consultant from Massachusetts who is well-versed in networking, has written an article for us giving some tips and tricks on getting the most out of multi user AccountEdge, whether you’re on Mac or Windows.

You can read Len’s article on the Start Here section of


Dogfood Tastes Good

We bill our Time Tracker (soon to be AccountEdge Cloud, but that’s a post for another day) customers using Rerun, which is a product we initially built for the express purpose of billing customers who pay us monthly for services. About midway through the project we got so excited we decided to share Rerun with the world. So we did.

But there’s something inherently awesome in using your own software to solve a problem you heretofore struggled with (read as: dogfooding). Just this morning, one of our Time Tracker customer’s payments failed because of a declined credit card. Rerun not only notified us via email, but also notified our customer and sent him a link to our secure, hosted Customer Center where he could log in and update/change his payment method. Fourteen minutes later Rerun notified us that the customer did, in fact, update his credit card. We retried the transaction and it was successful.

Sometimes it’s the little things in life :)


AccountEdge Mobile 2.2 Release

AccountEdge Mobile 2.2 is now available.  This update addresses several sync and connection issues with the latest Dropbox API and unlocks some features that were only previously available to AccountEdge Pro users including:

-Credit Card Processing (US/CA only)
-Ability to swipe credit cards with optional swiper (US/CA only)
-Tracking Mileage
-In addition to sales quotes and orders, item invoices can now be created
-Receivables list synced from AccountEdge Basic
-Quick Sale

As a reminder due to changes with Dropbox’s API, you’ll need to be running the following versions of AccountEdge in order to connect to and sync through Dropbox:

-AccountEdge Mobile v2.1 or later
-AccountEdge Pro US 2012 r16.1.10 or 2013
-AccountEdge Basic v2 r17.0.6 or later
-AccountEdge Pro Canada 2012 r16.3.5 or later
-AccountEdge UK version 2013 r17.2.0 or later



We’re very proud to announce that our 5,000th Canadian customer registered today.  Big thanks to our wonderful Canadian customers and knowledgeable Certified Consultants.  We are appreciative.



AccountEdge Basic 2 Launches on Mac and Windows

Accounting software app includes improvements to sales, banking, customer management

February 21, 2013 (Rockaway, NJ) – Acclivity today announced AccountEdge Basic 2 for Mac and Windows. The latest version of their Basic small business accounting software is available immediately and features a long list of enhancements and improvements.

Improved Bank Statement Import
Importing and reconciling bank statements is more streamlined and intuitive with the new Bank Statement Import. The new “worksheet” acts as a middle-man between import and reconciliation to improve the workflow of dealing with bank statements. Plus, rules can be created to look for and match transactions.

AccountEdge Mobile 2
AccountEdge Mobile 2 lets users accept credit cards directly from their iOS devices. Also included in the update to AccountEdge Mobile: quick sale, receive payment on a receivable, and mileage tracking.

Mileage Tracking
AccountEdge Basic includes mileage tracking, allowing the user to add vehicles and keep detailed notes about business-related trips. Track date, vehicle used, trip notes, apply mileage to a specific job, and add mileage to customer invoices.

Some more new features in AccountEdge Basic 2
• Batch Delete – select multiple cards or items and delete them in a batch with a single mouse click
• Sales Notes – Add notes to sales orders, quotes and invoices
• Updated Financial Statements – Profit & Loss and Balance Sheet reports have been redesigned to be clean and easier to read
• Dropbox Backup/Restore – back up online and offsite with a free Dropbox account

Pricing and availability
AccountEdge Basic is available through the AccountEdge website,, and other online outlets, mail order catalogs, and select retailers. AccountEdge Basic is priced at $99 for new users, and $79 for upgraders. For more information, please visit the AccountEdge website or call 800-322-6962.