AccountEdge Reviews

Pros

Works great for us Mac users and the features improve with every upgrade.

Cons

Have to customize forms with every upgrade.

Pros

Overall AccountEdge is a pretty straightforward product with regards to accounting. Its major strengths are budgeting and the input of that data, financial reporting (monthly books) and accounts payable.

Cons

There are some bigger issues that I am not a fan of with AccountEdge and in my 26 plus years of doing accounting I can say there are some poorer products but there are a lot of much better ones as well. Accounts receivable and the vendor/customer input needs some serious updating. We recently did an import of our data from the old owners to the new owners and it took the developers some serious time to get that figured our and fixed even after we were told it was not that difficult of a process by support. There is not mass way to remove and customer/vendor profiles. The billing system, if you want to give your customers the ability to be sent their month invoices and make payments, actually resides in another product, Account Edge Connect not in the base Account Edge. With that being said they only talk to each other with a manual "sync" each time you want them to update the other. There is no way to export data to a banking website for things like Bank of America's positive pay. So ACH's are a very manual process. If it was 10 years ago I could see why this wouldn't be a feature but its 2021 folks and this should be able to be done at this point. Especially with how virtual we all have to be nowadays. Support is hit or miss. There are a few really awesome folks and then again not so much. They offer no after hours support so you better only have an issue between 9am-5pm eastern time, otherwise you are stuck.

Pros

I'm stuck with it. We started with a much earlier version.

Cons

Trying to find prior years' transactions is costly and a huge pain.

Pros

After three years I'm comfortable with the daily use of AccountEdge. I used my failing Peachtree to calculate payroll for the first year and entered the numbers manually. Now I use the payroll subscription, which is not as flexible as I would like but it works. (I don't need the uploaded rates and could easily enter them manually.) I emailed a note about my frustration with manually calculating different matching and withholding SIMPLE rates for different employees and the answer completely solved the problem--the program now issues perfect paychecks and tax reports. This was one of two customer service experiences that were positive

Cons

My CPA finds it incomprehensible. As a corporation we carry profits and losses forward as retained earnings and are not required by law to distribute profits as dividends. AccountEdge does not allow me (or my CPA using his copy) to make the year-end adjustment to Retained Earnings reports so we can't know where we stand. I want to retire and sell or hand off the business but can't produce accurate reports via AccountEdge.
Also I detest the automatic numbering feature for payments (it's great for invoicing) and wish that could be optionally turned off. I pay at least half our bills online and record the confirmation number in the check number space, which is especially handy for reconciling half a dozen monthly federal and state tax payments to my bank--and to verify that I sent the payments! A great many confirmation numbers (IRS, Colorado payroll, unemployment, credit cards, FedEx, Comcast) exceed the maximum 8 digits allowed for check numbers. (I can enter the full numbers in the memo space.) It is obvious to me that the program had its origins in Apple/Mac as it has automatic functions that actually hamper accounting. It doesn't integrate with our estimating software as does QuickBooks so I may end up just using it for payroll (to avoid that Quick Books cost).

Pros

It is very easy to set up your company. It is very easy to navigate through the program. It has all the features that the big name overpriced software companies have and more. It works great for our air conditioning company with accounting that can be broken down by jobs. The payroll service is very easy to use and they keep it updated all the time. I think I have only called customer support 2 times and both times they had my questions answered right then. I would recommend this software to anyone needing to breakdown your accounting for custom reports, job tracking, employee handling.

Cons

The one pet peeve I have is that most of the payroll reports don't have totals you have to export them to excel and reconfigure them to get your totals or total everything by hand. Some of the reports they way they are laid out make it very hard to reconfigure them in excel. It doesn't let you access history more than two years so you have to look up on your back ups if you need to find something older.

Pros

Fairly customizable to meet our unique needs. Love that payroll and inventory tracking are built in, not some extra service. Also tax forms (which are an additional fee), and credit card processing (but would be nice to use Stripe instead). Just added kits for inventory, which is long overdue. Basically it's one stop shop for us and meets all accounting, inventory, POS needs for phone sales.

Cons

That it is not an entirely online software solution so that we could easily (at no extra cost) access and work with data anywhere. That it does not integrate seamlessly with our ecommerce software (only works with Shopify, which is a more expensive and less flexible option than Bigcommerce). The tax form should integrate more seamlessly and be part of the monthly support fee.

Pros

Ease of use for the number of features

Cons

Slow performance during some functions.

Pros

Flexibility, efficiency, ease of use, support, efficiency.

Cons

There are so many features that sometimes I get lost in the choices, especially the reporting choices.

Pros

I like the ease of use, clean interface, payroll liability payments and other features, like recurring transactions, that are similar to Quickbooks. Price is fair and support is helpful. I like that you can attach documents, but if their location is moved, its no longer accessible within AccountEdge.

Cons

Not online or bank feed friendly, no full-service payroll option. Report customization is extremely lacking.

Alternatives Considered

QuickBooks Online Advanced

Reasons for Switching to AccountEdge

Capabilities with reasonable pricing

Pros

AccountEdge Pro is so easy to work with. Although there is a small learning curve at the beginning, it is a simple system that allows me to handle all the accounting needs I have.

Cons

Hard to find any real issues with AccountEdge to complain about. I do have to give it thought when I change from one banking account to another.. I have to make sure that I'm using the correct checks.

Pros

I manager the office of a small company. We were using QuickBooks. Since their customer support was less than helpful and not based in the States, when we switched our computer system, I switched our accounting software to AccountEdge. The three big keys for me was that AccountEdge had customer service available here in the States that can be reached easily with a phone call, the price is reasonable, and they have a decent program.

Cons

Corrections and adjustments are more difficult to make.

Pros

It is really easy to use. Most of the new employees have learned how to use it efficiently quickly so far.

Cons

Not being able to set 'search by' is the big one. Whenever sales team take orders, they have to type in the description of the products when taking an order or looking it up. Would be great if we could set 'search by item name' and 'contains' instead of 'starts with'.

Pros

I like how easy it is to customize in order to fit our specific needs.

Pros

see my comments

Cons

see my comments

Pros

Easy to use and great support if needed.

Cons

CRM integration partners are pricey.

Pros

It does for us what we want it to do. We are a small non-profit and it fits well with our organization.

Cons

That the defaults cannot be changed on some of the most common uses we have.

Pros

Mac-focused. Easy to use. Easy to understand.

Cons

After 20+ years of supporting Mac users, they just dropped us.

Pros

I really like how easy it is to learn, and how you can undo or repair mistakes

Cons

I am having some problems with my save page not showing up full page.

Pros

I like having my program residing on my hard drive rather than having to "rent" the service forever.

Cons

I'm not sure that there are really any highly objectionable features. Accountedge does take a while to set up, but I feel that it is really under my supervision at every step of the process.

Pros

somewhat user freidly, difficult to adjust the programs

Cons

knowledge base not elaborate enough, very disappointed with service after sale

Pros

Very easy to use, just mostly common sense.

Cons

Redundant steps. I do not need to asked three times if I really want to do something.

Pros

AccountEdge Pro has everything I need and then some. No matter how big my business grows, I have confidence that AEPro will be able to accommodate me.

Cons

The learning curve can be steep. Some vocabulary is slightly different than what I'm used to using, so finding relevant answers in the help center sometimes takes a bit of creativity. Once the correct topic has been found, however, the answers are extremely easy to follow.

Pros

Ease of use; Drill down capabilities; Multiple reports

This program is ideal for a "simple" operation. That is, one location, even if it has multiple services and products. It can handle multiple companies, but if you are a conglomerate with 3+ locations and require consolidated statements, this will not due. It's AR,AP, payroll and billing functions are sufficient and I've never had data corruption issues.

Cons

Nothing I have come across, but this is great software for a simple GL. You can have tons of accounts, but if you want departments or cost centres, it becomes a bit more tricky.

I will advise you can only keep 3 years of data on it Depending on what you do, you may prefer the ability to drill down 5-10 years in your history..

Pros

I love that the software is mine and no one can start charging me to continue to use it. It's very easy to use, support is good and my accountant likes using it as well. After 20 years using Simply (now SAGE) the updates and costs were getting out of hand I decided to switch to Account Edge. Wasn't an easy decision to make as it was some work to do so but after the first month I wished I had done the change years ago.

Cons

My accountant can not look back at a specific journal entry in the previous year with out looking into our back up. This is making year end a longer process.

Pros

I like that this program is extremely Mac friendly. I appreciate that the customer support is able to navigate questions.

Cons

There are so many features packed into this software; often some of the features can be hard to find.