Initial Sync

We recommend using the Bank Statement window to do your initial sync so you can define the date range. The date range is important so that you only bring transactions into AccountEdge since your last reconciliation date or since you last imported banking or credit card transactions. Otherwise, you could get duplicated transactions.

Subsequent Syncs

Syncing can be performed from the Bank Feeds window, the Bank Statement window, or the Account Information > Banking window.

If any transactions fail to sync, you have the option of opening your Statement Log file to get more details. This text file is saved in your Application Support folder with your Custom Forms and Reports. You’ll get the path to this file when your sync is complete.