Background

The Company File Maintenance menu is available from the Welcome Window of AccountEdge. It contains different tools and options for creating company files, optimizing company files, restoring backups of company files, and migration from previous versions of the software.

Create Company File

Allows you to create a new company file. This can be created from AccountEdge Pro or AccountEdge NE with MAC or Windows.

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Create Company File
4. A New Company File Assistant menu appears explaining what type of information is needed to create your new company. Click Next
5. Enter basic information about your company and click Next
6. Enter your accounting fiscal year and conversion information (WARNING this data cannot be changed once complete) and click Next
7. Confirm your fiscal year information entered and click Next
8. Select what type of chart of accounts list you want to create and click Next
9. Select the type of business and classification you are in and click Next
10. Verify where your file will be saved and click Next
11. You have just created a new company file

We also have an FAQ with videos about creating a new file available.

Optimize Company File

Optimizing your company file attempts to repair problematic issues found within the structure of the file and reorganizes the data for the most efficient use. It will also attempt to compact the file to reduce the amount of space used.

This routine can be executed from AccountEdge Pro or AccountEdge NE

Mac Instructions

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Optimize Company File
4. An Optimization Assistant window appears explaining the process, click Continue
5. Browse to the folder of where the file resides, click on the file name and then click Open
6. The optimization process begins, once complete click Close

Windows Instructions

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Optimize Company File
4. An Optimization Assistant window appears, click Next
5. Click Find File
6. Browse to the folder containing the file
7. Click on the file name and then click Open
8. Click Next
9. Click Next
10. The optimization process begins
11. Click Finish when complete

Upgrade Company File

Upgrading is the process of converting a file into a readable format for a newer version of AccountEdge. This process must be performed on any older version of AccountEdge in order to be accessed in the new version. This process only has to be performed once on a file. More extensive instructions can be found here.

This can be executed from AccountEdge Pro or AccountEdge NE with MAC or Windows

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Upgrade Company File
4. An Upgrade Assistant window appears explaining the process, click Next
5. Click Find File
6. Browse to the folder of where the file resides, click on the file name and then click Open
7. This window is where you decide to either save the file in the documents folder by default or you can click Save As and change the location of where you want to store the file. **WARNING this location is very important to note where your file is to be stored. Click Next
8. A confirmation window appears of where the file will be stored; click Next
9. The upgrade is complete when you see Congratulations! Click Finish

Restore from a Disk

This is the process of restoring a backup file from your hard drive, external drive, thumb drive, network server or local media.

**Please note where you keep the current file before opening a backup file, this way you do not confuse which is current or a backup.**

Windows Instructions– AccountEdge Pro

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from a Disk
4. Browse to the folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Save As window appears; select the location or folder of where you want to save the backup file so AccountEdge can unzip it and open it for you. Click Save
6. A window appears that the backup was successful, would you like to open? Click Yes
7. You are now in the backup file

Mac Instructions- AccountEdge NE

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from a Disk
4. Browse to the folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Save As (Restore Company File Browser) window appears, click Save (the file is now located in the proper databases folder)
6. You are now in the backup file

Mac – AccountEdge Pro

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from a Disk
4. Browse to the folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Choose a Folder window appears; select the location or folder of where you want to save the backup file so AccountEdge can unzip it and open it for you. Click Choose
6. A window appears that the backup was successful, would you like to open? Click Yes
7. You are now in the backup file

Restore from Dropbox

This is the process of restoring your company file from Dropbox. If you encounter problems within your Dropbox account please contact their technical support for assistance.

**Please note where you keep the current file before opening a backup file, this way you do not confuse which is current or a backup**

Windows Instructions – AccountEdge Pro

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from Dropbox
4. Browse to the Dropbox folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Save As window appears; select the location or folder of where you want to save the backup file so AccountEdge can unzip it and open it for you. Click Save
6. A window appears that the backup was successful, would you like to open? Click Yes
7. You are now in the backup file

Mac Instructions – AccountEdge Pro

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from Dropbox
4. Browse to the Dropbox folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Choose a Folder window appears; select the location or folder of where you want to save the backup file so AccountEdge can unzip it and open it for you. Click Choose
6. A window appears that the backup was successful, would you like to open? Click Yes
7. You are now in the backup file

Mac Instructions - AccountEdge NE

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Restore from Dropbox
4. Browse to the folder of where the backup file resides, click on the file name and then click Open ( a backup file will resemble this type of format: Backup 2016-06-10 WidgetsCoffeeCo.zip)
5. The Save As (Restore Company File Browser) window appears, click Save (the file is now located in the proper databases folder)
6. You are now in the backup file

Migrate Company File

This process will migrate your custom forms, reports, letters and graphics from a previous version of AccountEdge located on this computer only.

AccountEdge Pro and AccountEdge NE for MAC and Windows

1. Double click on the AccountEdge program (icon short cut)
2. Click the Company File Maintenance drop-down (located at the bottom right)
3. Click Migrate Previous Version
4. A Migration Assistant window appears that explains the process click OK (this window may not appear)
5. A Migration Assistant window appears that has the Previous Application (ex. C:\AccountEdge Pro2015\AccountEdge.exe) click Start
6. Click OK