New User Guide
Main onboarding and discovery guide for customers moving from QuickBooks to AccountEdge. Includes scenarios, troubleshooting paths, Call Mode, and Training Mode.
Top Call Topics
Fast shortcuts for common live-call phrases
These shortcuts use the words reps and customers usually say on calls. They jump directly to the most likely guide area.
Print checksCheck printing setup, check forms, modules that can print checks, and customer questions around printed checks.
Payroll tax tablesTax tables, employee withholding, payroll category setup, and first checks when payroll taxes look wrong.
Bank rec out of balanceOut-of-balance reconciliation calls, statement balance issues, uncleared items, and prior-period breaks.
Inventory value wrongQuantity on hand, current value, average cost, item history, adjustments, and value drift.
Shopify duplicate itemsDuplicate items appearing in AE, product linking, SKU/title matching, ShopSync evidence, and escalation triggers.
Bank Feeds not linkingPlaid/Bank Feeds placeholder page for hosted linking and future troubleshooting flow.
Missing depositsDeposits that do not appear as expected, wrong bank account, grouped deposits, and reconciliation investigation.
Employee card setupCustomer, vendor, and employee cards during setup; payroll-related employee card checks.
Handling New Customers
New User Guide
Primary launch point for QB-to-AE onboarding, discovery, call flow, and training mode content.
Troubleshooting Guides
Fast live-call troubleshooting
Direct standalone entry points for the most common support paths. These mirror content that also remains inside the New User Guide.
Payroll
Taxes, pay liabilities, employee cards, payroll categories, YTD, reports, forms, and escalation.
Inventory
Quantity on hand, current value, average cost, serials, locations, builds, and adjustments.
Bank Rec
Out of balance, missing deposits, wrong bank account, undo reconciliation, and report drift.
Setup Guides
Integrations and setup references
Setup-oriented guides for integrations, linked services, and connector workflows.
Shopify
Internal rep guide for Shopify setup, ShopSync/AccountEdge concepts, windows, scenarios, and escalation handling.
AE Connect
Placeholder for AE Connect setup, sync, account access, and connection troubleshooting.
Bank Feeds
Plaid linking, hosted Bank Feeds, common connection issues, and support escalation workflow.
Square
Placeholder for Square setup and integration training.
Training Coming Soon
Future training modules
Reserved area for upcoming rep training content.
Payroll Forms / Aatrix
FormsViewer, W-2/W-3, 940/941, state forms, eFiling, PFS, and form-season troubleshooting.