Overall Satisfaction with AccountEdge
The clients I work with have multiple businesses from Sole Proprietorships to LLCs to S Corps to personal accounting. Co-mingling of funds has always been an issue. In a perfect world business expense come out of the business account, etc. etc. By using a Job code for expenses and income, I can combine multiple checkbooks and still run individual P&L's for those jobs. And yet at the end of the day, a client can see a Balance Sheet that represents their entire life.
- Job Coding - Forget having a set of books for each venture a client undertakes. Merge them all together and use the Job Coding to keep them separate.
- Sorting - It is extremely helpful to be able to view the Bank Register window by Name, Account, Amount, etc. I can quickly sort by Name and see the last time I paid someone or by Account to see if everything looks correct.
- Reconciling Statements - Being able to view by Debits or Credits allows you to quickly find the amount. Also, genius idea to have the items you mark instantly have a blue background which allows your eye to quickly scan the remaining numbers.
- Autofill - In the Spend Money Window, when I key in a Vendor which is only used for Fuel it would be nice if it filled in FUEL.
- I would like to not have to pay for the Payroll Tax Tables updates in the Do It Yourself Payroll Program.
- Transforming Quotes to Sales is seamless.
- More knowledgable employees - those who use AccountEdge tend to think more outside the box.
Some of my clients use QuickBooks, some use AccountEdge. Hands down I prefer the user friendliness of AccountEdge over QuickBooks. There is no comparison in the return on profit when having the proper tools to be able to do a task efficiently and quickly. The more time wasted doing simple tasks means more profit walking out the door instead of going into your pocket.