AccountEdge Reviews & Pricing

Key Features

• Accounts: Maintain charts of accounts. Choose from over 100 templates in Pro or create templates. Create a budget for any active account or for each job and project by tracking individual jobs. 
• Banking: Set up and manage all bank related activities, which includes importing bank statements for reconciliations. Connect credit card and bank accounts to the application with automatic bank feed options. 
• Contacts: Manage all customers, vendors and employees from a central location. Attach documents or contracts to vendor files, add a photo or create custom letters for the customers. 
• Sales: Create a quote, process a sales order, create an invoice for a customer and accept customer payments for all open orders. Make shipping the product easy by integrating the invoice with UPS and providing customers with the tracking details. Place comments and choose how to deliver invoices. Create sales orders for customers that pay in advance. Accept credit card payments and record incoming payments by creating an account with Merchant Account. Manage online sales and inventory by syncing online stores using Shopify connector. Attach a document to invoices and purchases to enable tracking of warranties and package slips. 
• Time billing: Track time and bill customers with Pro. Track billable and non-billable hours spent on the project or track employee time for billing purposes. Remotely track time using Connect. Monitor all work in progress to bill the customers as the project continues. 
• Purchases: Create a purchase order, convert a bill to an order, enter vendor accounts payable and pay them electronically or by check. Complete vendor payment electronically and process 1099 forms at year end for contractors, using information tracked in purchases.  
• Payroll: Set up payroll using the payroll assistant. Do the calculations inhouse or outsource through SurePayroll. Get a variety of add-on options like direct deposit, payroll forms and e-file services when processing payroll in-house. 
• Inventory: Add details about specific items as well as selling and buying options with the Pro inventory module. Assign multiple pricing levels to the products, get an alert when the stock drops below a specified point. Keep track of best-selling products, and even build items and kits. 
• Purge Jobs: Remove unused, older jobs from a larger list. Delete the selected job and remove it from the transaction list. 
• Custom List and Custom Fields: Track the jobs by adding custom list and custom fields upto the count of three. Define list names, list members and field names, and use a custom list as a filter for job reports. 
• Customized Job Status: Check which job is pending, delivered or on hold by customizing the job status. 
• Activity Slips: Track time tied to a job under the job list Window. Drill into the activity slip or print out a report.  
• Transactions: Get easy access to a list of all the transactions under the job information window. Get information like quotes in summary or detail. 
• Job Number: Automatically assign job number to each line of transaction when creating a sale to a customer that has a single job associated with it. Remove or overwrite it as and when needed.  
• Job Address: Manually enter or automatically include address and contact information for a job from a linked customer address and phone number, especially in cases where the job is associated with site or location.  
• Job Transaction Summary Report: Get a list of transactions, including quotes and orders that are associated with the specific jobs. Filter it out on the basis of type, sales and purchase order.  
• Emails: Use merge tags to create email templates. Include additional email addresses and choose an email address from Card. Open and view the email in the email client instead of it being automatically sent. 
• Search Option: Search by account number or account name and use starts with/contains filters. Search account list by number or name and look by contact on the cards list. Identify unknown or forgotten company names by using search from list on transactions. 
• Paid Stamp: Avoid confusion when re-sending a copy of a paid invoice to a client with a paid stamp which is a custom field and can appear on printed and PDF sales form. 
• Deleting Deposits: Edit or delete the deposit payment after an order has been converted into an invoice. 
• Calendar Event: Create a calendar event in the MacOS Calendar app, while recording the transaction or when the payment is due. Reminders can also be created from the card file. 
• Add Note: Remember why the inventory was adjusted or created a particular job entry by adding a note to all the transactions. Check stubs and other transactions by adding a note field to the appropriate report.  
• Forecasting with Recurring Sales: Get a more accurate estimation of financial situation at a point in time. Only get relevant fields displayed when the radio button is used. 
• Company Data Auditor: Make sure that the financial information is accurate, protected and balanced. Backup and verify the company file with the audit tools. Lock down reconciled financial data, keep an audit trail and run reviews to make sure the numbers are in balance. 

Limitations

•  Complicated to purchase and use the printable forms and government eFiling. 
•  Multi-user deployment causes the app to crash. 
•  Can open limited windows at a time. 
•  No VPN support. 
•  Issues with software upgrades. 

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