![]() Open the Microsoft Remote Desktop application, click the edit icon on your remote desktop connection and click the Folders tab. Connecting and opening a file from your local PC can result in corruption of your file. Your company file is REQUIRED to be in the virtual computer. This is not intended to be used to access your accounting file located on your local PC. You may need to sign out and back in to your virtual desktop in order to see the connected shared folder. Under Devices and Drives you should see your connected drive. Once set up and you are within your cloud desktop, open the File Explorer and click on This PC on the left navigation. This can be your C:/ drive, a user directory or an attached storage device. Expand the Drives section and choose the drive that you would like the connect to your cloud desktop. ![]() Next on the bottom click the More button under Local Devices and resources. If you would like to connect a local drive to your cloud desktop so that you can access files that are on your local PC, open the Remote Desktop Connection application by searching for Remote Desktop Connection., click Show Options and then click on the Local Resources tab. ![]() The following video covers setting up your connection as well as sharing a local directory. You can share a local directory with your AccountEdge Hosted cloud desktop user login. NOTE: For access to all the latest features available in AccountEdge Connect, be sure to use the latest version of AccountEdge Pro.How to Connect a Local Drive/Directory to Your Cloud Desktop Sync new contacts and changes back and forth with AccountEdge Pro for seamless integration. Assign wage categories for employee payroll.Ĭontacts - Create and manage your lead, customer, vendor, and personal contacts. Track Billable Time - Enter Activity Slips and Time Sheets, track time worked on jobs with both billable and non-billable activity slips. Create Spend and Receive Money transactions, receive a payment and Pay Bills. Apply jobs to each line of a transaction. Spend and Receive Money - Enter expenses, checks, credit card purchases, and cash spent. Web Pay - Email your invoices with a Pay Now button so your customers can pay you online securely with a credit card. Enter Bill Payments against existing outstanding payables. ![]() Record Purchases and Bills - Track purchases by creating bills, orders, and quotes for item, service, professional, and miscellaneous transactions. Charge Convenience fees (if allowed in your area).īulk Payments - Charge credit cards in bulk for recurring sales and other accounts receivable transactions. Add payments, or charge credit cards, to any accounts receivable transactions.Ĭustomer Portal - Create a Customer Portal URL and customize the My Account Page for customers to view open sales, make payments, take credits, and update credit card details.īilling Schedules - Create Billing Schedules for setting up recurring sales transactions with customized frequencies, set the Schedule Date and Start Date, and define variable or fixed item quantities per invoice. ![]() Apply jobs to line items, use default tax rates, and other sales details from AccountEdge. Enter Sales - Enter quotes, orders, and invoices, for item, service, time billing, professional and miscellaneous sales, and create credit memos. ![]()
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |