Connect AccountEdge with CommandMC

With Transactions in CommandMC, we have a way to sync the work you are doing in AccountEdge with CommandMC. To do this, you will download the new Company File into your AccountEdge Folder to get on track with the changes. Then you will copy a security key from the Accounting Applet, in CommandMC, and enter that key in AccountEdge.

Once entered, you shouldn't have to do this again, unless someone resets it in AccountEdge. That entered security key will stay saved in AccountEdge, you shouldn't have to re-enter in the future, and you will be able to continuously sync AccountEdge data with CommandMC.

To connect AccountEdge with CommandMC:

Download the New Company File

1. On your Desktop, Right Click on your AccountEdge shortcut, and select Open File Location. You should be in the AccountEdgeProKW folder where your program is installed, and have an AccountEdge.Resources folder within the current location.

2. Download this kwfs.res file to the "\AccountEdgeProKW\AccountEdge.Resources" folder identified above. The file must be named "kwfs.res" (it should already be named that, but verify), it cannot have any other characters in the filename.

• Pro Tip: If you are using Google Chrome, you can edit a setting for the browser to ask you where you want to download files, before they actually download. This makes it easy to drop this Company File right where you need it, but will also come in handy when you start working with Deposit files from CommandMC.

Find Your Security Key in CommandMC

1. Log in to https://agent.kw.com with your KW login credentials.

2. Click CommandMC, at the top of the page.

3. Click the Accounting icon, , on the left side of the page.

4. At the top right of the page, click View Security Key.

5. A pop-up will appear with your security key (a long string of numbers and letters), click Copy Key.

Enter the Security Key in AccountEdge

1. Open AccountEdge.

2. From the AccountEdge Accounts control panel, click Keller Williams Financials.

3. Enter your Market Center number, paste the copied Security Key, then click Send Financial Statement to Keller Williams. 

• Type your Market Center number without any extra numbers, such as preceding zeros.

4. A confirmation will appear, click OK.

5. Back in the CommandMC Accounting Applet (Balance Sheet tab) you will see a New Data status, including a date and time stamp, at the top left of the page. This shows that the data was successfully sent from AccountEdge.

Review the data, make sure it balances with the entries from CommandMC, and click Save New Data, at the bottom right of the page.

• Saving the data here pushes it to the rest of CommandMC, including the Month End Close tab of the Transactions Applet (used to verify for soft close and month end close.