AccountEdge for small businesses
Anonymous | TrustRadius Reviewer
July 22, 2014

AccountEdge for small businesses

Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Pro

Overall Satisfaction with AccountEdge

The office employees (3 to 4) at a small custom frame company used the software to generate quotes, invoices, and keep track of payments. There was a part-time bookkeeper who used the software most frequently, but all office employees used AccountEdge on a daily basis.
  • Flexibility of payment terms. These were very easy to change as needed.
  • The quote function was helpful for long and detailed framing orders so that they could be written up once and converted into an invoice at the completion of a job.
  • For balance due the client records were very easy to sort through alphabetically, by amount due, chronologically by invoice date, etc.
  • You have an option to add a "discount" to invoices, and we would insert a negative value to generate a surcharge for rush orders. This generated confusion with our clients since the column read "discount", so perhaps AccountEdge can generate a surcharge column option.
  • NYC has a consolidated tax rate (8.875%), but AccountEdge would often use the default NY State tax of 4%. There did not seem to be a function to universally apply a NYC tax rate to all records. It was tedious to update all of our client records to use the NYC tax rate instead of NY State.
  • Increased employee efficiency
  • Easy record keeping of open invoices
I have not used any other accounting software.
If I were still at my previous job that used AccountEdge, I would renew.
It is well suited to small businesses in my opinion.