AccountEdge Pro Goes The Distance
Software Version
Pro
Modules Used
- Accounts, Banking, Sales, Time Billing, Purchases, Retainers/Trusts, Payroll, Inventory, Cards
Overall Satisfaction with AccountEdge
I've been using AccountEdge for my business and household in addition to using it with clients since 1999. For me, simply put, its function is to show me the money trails. With it I track credit card & bank balances, reconcile to the penny and know exactly the areas of my business and/or household spending is occurring.
On the flip side, I do all of my time tracking and billing for my business through AccountEdge. It manages my A/R, client retainers as well as allows me to set up various reminders.
For my clients I have used the built in payroll module, jobs for project tracking, Departments & Inventory Management. The built in reporting is powerful, allowing me to analyze and review business health with my clients.
On the flip side, I do all of my time tracking and billing for my business through AccountEdge. It manages my A/R, client retainers as well as allows me to set up various reminders.
For my clients I have used the built in payroll module, jobs for project tracking, Departments & Inventory Management. The built in reporting is powerful, allowing me to analyze and review business health with my clients.
- 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.
- While I absolutely love AccountEdge and feel it is a superior desktop solution there is always room for improvement. While all wish list items don't fit everyone's needs I think there is one we could universally agree upon. So, if I had to choose one thing I would like to see different I will have to say dynamic selection lists. While this is currently available on AE Mobile, it still hasn't come to the desktop. As someone who works on numerous files it would be incredibly helpful to be able to start typing either the name or account # and have AccountEdge narrow the selection down by character string.
- A big plus for me has been the overall organization that AccountEdge has allowed me. Aside from being the obvious, an accounting tool, I have everything I need in one place for customer service in a searchable format. The communication efficiency that results from having all the information available makes follow up with clients and vendors easy and meaningful.
- Xero,QuickBooks Mac
My hands down preference is to keep my accounting off of the cloud but that is not always the case with my clients. So, to make this comparison somewhat fair I will consider only the items containing parity in cloud vs desktop.
AccountEdge vs Xero. AccountEdge has superior interface and key response because an internet connection is generally not as responsive as localized software. Period.
I also feel that AccountEdge is far more robust in features as well as how my data is presented (visually). I require uniform naming/wording conventions so I can better assimilate data. While this is possible in Xero, it's not as easy to accomplish because of screen response and keyboard workflow. Mouse oriented vs. keyboard oriented.
AccountEdge vs QuickBooks for Mac. Succinctly put: cross-platform. AccountEdge data files do not require "saving as" Windows copies or any other such nonsense conversion. They just work equally well on either platform. So for users whose platforms do not match their accountant's, there is simply no issue. Additionally, Acclivity will give a user's accountant a copy of the software for free.
AccountEdge vs Xero. AccountEdge has superior interface and key response because an internet connection is generally not as responsive as localized software. Period.
I also feel that AccountEdge is far more robust in features as well as how my data is presented (visually). I require uniform naming/wording conventions so I can better assimilate data. While this is possible in Xero, it's not as easy to accomplish because of screen response and keyboard workflow. Mouse oriented vs. keyboard oriented.
AccountEdge vs QuickBooks for Mac. Succinctly put: cross-platform. AccountEdge data files do not require "saving as" Windows copies or any other such nonsense conversion. They just work equally well on either platform. So for users whose platforms do not match their accountant's, there is simply no issue. Additionally, Acclivity will give a user's accountant a copy of the software for free.
Priority AccountEdge Feature Ratings
Using AccountEdge
1 - I am a sole proprietor bookkeeper/consultant. I use it for 50+ clients working in it daily myself as well as training other to use the software.