AccountEdge vs. TermSync

If you are handling a large client list, and are selling services, it is dead easy. If you are managing/selling a physical inventory, it seems like it has great options to do that quite well (disclaimer, I do not use those functions, but I have paid attention as that functionality was built into the software). If you want to link your bank account to a bookkeeping platform, this is not the software for you (at least so far).

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If you are one person or managing 10, TermSync allows you to track what you and your team is working on. When to follow up with customers so that no one is missed. It allows you to see if each teammate is pulling their weight and getting done what needs to be done or if more help is needed. The Executive Metrics reports give you all the information for month end reporting and also shows you the weaknesses so you can motivate your team to excel in those areas.

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• AccountEdge has a robust report menu that allows a user to slice and dice data for analysis. Report on projects for the life of the project across fiscal years. Report on different departments with segregated income statements.
• For users who want to run payroll in house that is easily done through the payroll module. Print physical checks or direct deposit to employee's account, process payroll taxes and file year end W2s.
• My personal favorites are time billing and retainers. As a service based business I can at my fingertips review how much money a client has on deposit with me and how much of that will be billed out at the end of the month. The integration with AccountEdge Mobile rounds it all out with being able to log my time on-site.
• Last but not least AccountEdge Mobile in general, as the companion app for the desktop software is invaluable. My heaviest use is the spend money feature. Excellent for logging travel receipts & cash expenses while they are fresh on the brain. Really cuts back the data entry at the end of a trip and trying to recall what something may have been for.

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• The dashboard makes it easy to organize my daily work and to track customer contacts.
• TermSync makes it easy for our customers to communicate with us at a time the best works with their schedule.
• I love the credit reference reports. This saves us all the time of printing, completing and faxing credit reference reports.

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• My biggest frustration, and one that I've mentioned to Acclivity for many years, is that it only permits opening nine windows at a time (plus the home window). I hit that limit almost daily, and then I have to decide what do I close so I can complete the transaction that needed the "9th" window.
• The Accounts section includes two quick reports, "Analyze Profit and Loss" and "Analyze Balance Sheet. These can be filtered for the current month or any prior month in the current fiscal year. And that's fine most of the year, but at the beginning of the next year, when I haven't yet started the new fiscal year, these only go to December of the prior year. The regular reports for these can select "next year;" why can't these?
• It would be helpful if the journal entry number would have one or two additional digits available. For example, when I am entering journal entries for a client, I would like to use a number such as CPA2014001, CPA2014002, etc. to distinguish what I enter from the "automatic" entries that AccountEdge does. But that's one more digit than AccountEdge allows, so if I had over 100 adjustments, I would run out of entry numbers.

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• Reporting. It is hard for TermSync to create a report for every business type out there so you may need to have some things customized, but they are always willing to assist.
• The requirements needed to accept payments online requires some information that larger companies may not want to give out.

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Without a doubt, when you need to do accounting use the program that will get the job done in the least amount of time with the least amount of errors. Once you are using a program that works you stay with it year after year and you will find yourself even excited about the updates

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The intuitive interface does all the tasks we need our accounting software to do. Some tasks are slower to process than I would like but overall very usable. Customizable forms let us choose to either go with the easy ready-made out-of-the-box options or retool them to better fit our specific needs.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

One of the finer advantages of desktop software, it's always available. AccountEdge doesn't suffer from outages or sluggish internet like web based applications do. It's always there when you power on your device!

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On the few occasions we have needed tech support over the years, they were responsive and worked to get to the root of the issues. However, even though Checkout POS is a separate application, it was pitched to us as a natural extension of the functionality of our AE software that would integrate seamlessly. The company's support for Checkout has been minimal at best, and now totally abandoned. That colors our view of Priority's support unfortunately. And to be honest, that's why it's a 9 instead of a 10. So to be fair, AccountEdge's support itself has been very good over the years.

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unfortunately no.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For Mac enthusiasts, AccountEdge is the complete installed software solution for small to medium-sized businesses, as it has so many capabilities that QuickBooks for Mac lacks. However, it holds your hand less than QuickBooks for Mac does, so you ought to know what your are doing in keeping business books properly. If your needs are simple, QuickBooks for Mac may be a better solution. QuickBooks Online and Xero are excellent cloud accounting solutions that can be used on the Mac equally well as on Windows. QuickBooks Online offers a similar set of features as QuickBooks for Mac, with the addition of anywhere, anytime access. Xero is a great basic accounting solution in the cloud that can also be used equally well on Macs and WIndows, and offers endless customization and flexibility through its extensive third-party app integration for almost any need.

When researching for this type of product, I did reach out to other vendors. I worked closely with Billtrust in the past and they were lacking in this area when I was ready to make my move. It is my understanding that they have something very robust in the works but I can't say where that will fall on the cost spectrum. By comparison, other companies, like Get Paid had priced themselves right out of our market. TermSync gave us the tools we needed at a price we could afford in the least amount of time and very little assistance from our IT Group, which was a big relief.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Increased employee efficiency - Time is no longer spent switching between programs because all of the information can be found in one place.
• Customer service has also improved because employees find the program much easier to use, even at the point of sale.
• Better record keeping - AccountEdge has a very simple invoicing application that allows us to keep track of and balance our accounts.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Our over 60 day list has been reduced by more than 100 accounts.
• Our DSO is consistently trending lower.
• All of the customer notes are stored in one place saving time for everyone.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info