AccountEdge Integration

Integrating with AccountEdge

Background Establish a Dropbox Account Create a Device Link Rerun to Your Dropbox Account Background Rerun-AccountEdge integration is facilitated through Dropbox. Dropbox (https://www.dropbox.com/) provides a secure, cloud repository for file storage and data exchange. We use Dropbox technology to link AccountEdge with Rerun. Information is synchronized between your AccountEdge company...

Syncing Credit (Refund) Transactions

Rerun credit transactions will not sync from Rerun to AccountEdge. If you are integrating with AccountEdge, you will need to indicate credit was given to the customer by other means in AccountEdge (e.g., Spend Money or Refund Payment transactions). Alternatively, you can issue a credit to a customer directly from...

Choosing Income Accounts

We understand the need to track where the revenue from your payment streams is posted in your accounting system. Tracking your revenue depends on which type of items you decide to use in your Payment Streams: Rerun Items, or Items synced from your accounting system. If you create your items...

Invoices Are Not Created

Invoices are not created within Rerun and sent over to your accounting software. Rerun also doesn't have the ability to pay open invoices from your accounting software. When you run a transaction in Rerun and sync it over to AccountEdge, it will create a paid sales receipt in your accounting...

Syncing One-Time Payments

When you sync a one-time payment from Rerun to your accounting software, Rerun will create a new item called "One-Time Charge". This item will record a Paid Service Sale using the description.

Service Invoices vs. Item Invoices

When you integrate Rerun with AccountEdge, the items that you sell (and Only Sell) are brought into Rerun. Those imported items are marked as coming from AccountEdge. When you create items/services in Rerun, those items are marked as Rerun items. You can see this on the Settings tab, and the...

Syncing Processed Payments

Once Rerun has processed your payment streams, you will want to sync those transactions over to AccountEdge. Since the integration process between Rerun and AccountEdge uses Dropbox, there are 2 steps to complete the sync. First - From Rerun, click on the Sync tab at the bottom left of any...

Syncing Discounts, Taxes, and Surcharges

Rerun gives you the following options when setting up your payment streams, and adding customers to those streams: 1) When creating a payment stream, you have the option to pass along the Credit Card Surcharge to your customer. 2) When adding a customer to a payment stream, you can give...

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