AccountEdge is an on-premise accounting and management solution compatible with both Mac and Windows operating systems. This solution is suitable for small businesses and helps users create and track sales and purchases, run payroll, track and build inventory, bill for time and manage contacts.
Key features of AccountEdge include invoicing and quotes, banking, purchase orders, time billing, payroll, inventory and e-commerce. Users can create quotes, orders and invoices for services, time and items sold. Payments can be processed on orders and invoices.
AccountEdge's banking tools allow users to send and receive money, prepare bank deposits and electronic payments, print checks and reconcile accounts. Its purchase orders feature allows users create and track purchase orders and bills.
AccountEdge also allows users to set up an e-commerce platform. They can sell items online using Shopify, synchronize existing inventory items for sale online and download online orders directly to AccountEdge.
Gary K. Branche: Unterhaltung Mitarbeiteranzahl: 2-10 Mitarbeiter
Only great things to say about this product.
AccountEdge Pro has made a work of difference in my company. With their easy to use dashboard, I can enter purchases, invoice customers, pay bills, create payroll, keep an accurate accounting of my banking and so much more. It is simple to use... even I can do it! It's a huge time saver and in the five years that I have been using AccountEdge, I have never had an issue.
Not a big deal but there have been a couple of times when I have had to realign the check printing format.
Jim C. Branche: Druck Mitarbeiteranzahl: Selbstständig
Accountedge Pro is easy to use and has all the features needed. It’s a good program. I have enjoyed using it.
Very easy to use. Performs all required tasks Automatically. It’s reliable. Easy to navigate. Works very well.
Lacks mobile integration- being able to use application on mobile device when on the toad or at a clients office. There are some functions available like looking up old invoices and jobs. But that’s about it. In this day and age portable applications are almost necessary.
Verifizierter Rezensent Branche: Musik Mitarbeiteranzahl: 2-10 Mitarbeiter
Sadly, we started with the precursor and now, unless we want to redo our entire bookkeeping, inventory, customer list, and vendor list, we're stuck with this software.
I'm stuck with it. We started with a much earlier version.
Trying to find prior years' transactions is costly and a huge pain.
Antwort: Acclivity 13.9.2018
I'm sorry to hear that you are having trouble with access historical transactions. Depending on how far back you are looking, you may need to open a back up of historical file to see certain details.
We would be happy to help you if you are having trouble getting to your information. You can reach out to our NJ based Technical Support team for free at accountedge.com/help.
- AccountEdge Customer Care
Meredith B. Branche: Druck Mitarbeiteranzahl: 2-10 Mitarbeiter
The invoicing functions work well, creating and sending pdf invoices via Outlook. Creating custom forms such as checks, invoices, statements is easy; I color-code them so customers can easily distinguish an INVOICE (red) from a RECEIPT (green) and so on. Most of the reports work, but I need to upload many to Excel to manipulate the data (to report retained earnings, for example). There is no option to strip the "pretty" formatting on BalSh or Income reports, so to make them functional you need to remove all that formatting (extra blank lines, merged cells, extra blank columns, multiple font colors, shading). This is annoying and unavoidable as far as I can tell. Their "Knowledge Base" and other support, including videos, is just sad. The live customer support when I first subscribed had a complete lack of understanding of accounting. A recent bug required me to send my entire file (a zipped backup) and take a week off while they repaired it and send back a "FIXED" copy. They didn't charge me, but I had to give employees pay advances and pre-pay bills to completely quit bookkeeping for a week. New ownership based in Israel may have improved customer service but I can't verify. There are payroll reports that accurately calc. 941s and W-2s and others but you have to use the numbers to complete the IRS forms online unless you want to buy the reporting program separately. I find the non-submittable reports work fine for doing the online forms and printing for my files.
After three years I'm comfortable with the daily use of AccountEdge. I used my failing Peachtree to calculate payroll for the first year and entered the numbers manually. Now I use the payroll subscription, which is not as flexible as I would like but it works. (I don't need the uploaded rates and could easily enter them manually.) I emailed a note about my frustration with manually calculating different matching and withholding SIMPLE rates for different employees and the answer completely solved the problem--the program now issues perfect paychecks and tax reports. This was one of two customer service experiences that were positive
My CPA finds it incomprehensible. As a corporation we carry profits and losses forward as retained earnings and are not required by law to distribute profits as dividends. AccountEdge does not allow me (or my CPA using his copy) to make the year-end adjustment to Retained Earnings reports so we can't know where we stand. I want to retire and sell or hand off the business but can't produce accurate reports via AccountEdge.
Also I detest the automatic numbering feature for payments (it's great for invoicing) and wish that could be optionally turned off. I pay at least half our bills online and record the confirmation number in the check number space, which is especially handy for reconciling half a dozen monthly federal and state tax payments to my bank--and to verify that I sent the payments! A great many confirmation numbers (IRS, Colorado payroll, unemployment, credit cards, FedEx, Comcast) exceed the maximum 8 digits allowed for check numbers. (I can enter the full numbers in the memo space.) It is obvious to me that the program had its origins in Apple/Mac as it has automatic functions that actually hamper accounting. It doesn't integrate with our estimating software as does QuickBooks so I may end up just using it for payroll (to avoid that Quick Books cost).
Karen S. Branche: Bau Mitarbeiteranzahl: 2-10 Mitarbeiter
it's great for custom reports, breaking down expenses for each job, setting up vendors and customers with custom pricing, discounts, shipping, and tax information as well as detailed contact information.
It is very easy to set up your company. It is very easy to navigate through the program. It has all the features that the big name overpriced software companies have and more. It works great for our air conditioning company with accounting that can be broken down by jobs. The payroll service is very easy to use and they keep it updated all the time. I think I have only called customer support 2 times and both times they had my questions answered right then. I would recommend this software to anyone needing to breakdown your accounting for custom reports, job tracking, employee handling.
The one pet peeve I have is that most of the payroll reports don't have totals you have to export them to excel and reconfigure them to get your totals or total everything by hand. Some of the reports they way they are laid out make it very hard to reconfigure them in excel. It doesn't let you access history more than two years so you have to look up on your back ups if you need to find something older.