CPA is Baffled.

The invoicing functions work well, creating and sending pdf invoices via Outlook. Creating custom forms such as checks, invoices, statements is easy; I color-code them so customers can easily distinguish an INVOICE (red) from a RECEIPT (green) and so on. Most of the reports work, but I need to upload many to Excel to manipulate the data (to report retained earnings, for example). There is no option to strip the "pretty" formatting on BalSh or Income reports, so to make them functional you need to remove all that formatting (extra blank lines, merged cells, extra blank columns, multiple font colors, shading). This is annoying and unavoidable as far as I can tell. Their "Knowledge Base" and other support, including videos, is just sad. The live customer support when I first subscribed had a complete lack of understanding of accounting. A recent bug required me to send my entire file (a zipped backup) and take a week off while they repaired it and send back a "FIXED" copy. They didn't charge me, but I had to give employees pay advances and pre-pay bills to completely quit bookkeeping for a week. New ownership based in Israel may have improved customer service but I can't verify. There are payroll reports that accurately calc. 941s and W-2s and others but you have to use the numbers to complete the IRS forms online unless you want to buy the reporting program separately. I find the non-submittable reports work fine for doing the online forms and printing for my files.

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).

my program

it's great for custom reports, breaking down expenses for each job, setting up vendors and customers with custom pricing, discounts, shipping, and tax information as well as detailed contact information.

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.

Best Accounting Software Ever!!

I've been using AccountEdge Pro since it came out. before that I was using MYOB. I have tried QuickBooks and Quicken and frankly AccountEdge Pro works like I think. Entering Invoices, and purchases is simple and quick and updates my inventory. All of my bank accounts, credit cards, loans, lines are easily reconciled and auto payments keeps them updated. At the end of the year my accountant gets a copy of my file, reviews it, gives me accountant adjustments to enter, and completes my taxes. If I wanted, I could just print out any report he needs easily and he could complete the taxes with those reports. but since he is a AccountEdge Certified CPA he offers to do a complete review and helps guide me on setting things up correctly. I can run my business instead of having to be or having to hire an accountant for daily, and weekly bookkeeping!!

Pros

Flexibility to adapt it to my business needs.

Cons

?? In over 20 years of using the versions of this software any cons I had are gone because the developers listen an input users ideas and suggestions.

Happy customer.

I can do our own payroll. Our accountant is only needed at the end of the year to do our overall business taxes. She is happy with the way that information is presented.

Pros

I have been using this software for years. It keeps track of all the payroll information the is needed for doing payroll yourself. Very simple to use.

Cons

It may be a user error, but I wish I could delete items in inventory easier or change the items name. We are Sharp dealers and sometimes product numbers change and I would like to get our inventory lists shorter to keep the file smaller.

Terrific accounting software for volunteer treasurer's

AccountEdge Pro and earlier products all the way back to earlier software products have provided a way for me to serve as a volunteer treasurer at my church, homeowners association and civic association over many years. AccountEdge Pro provides all the features needed in an easy to use, fully integrated, efficient package for the accounting needs of the organizations I've helped. Closing each year and moving on to the next is done in a matter of a few minutes. The reports can be customized so everyone can easily understand the financial situation of the organization. Each year the product has improved. I've only needed support a few times over the last 15 or so years, but each time the support was easy to get and those helping were pleasant and knowledgeable, unlike my experience with other product's support when trying to get help with that I use for my personal finances. When I've handed off my duties to others, moving from the Mac environment I use to the Windows environment others use has gone smoothly. I strongly recommend AccountEdge Pro for anyone needing a robust, complete, usable, multi-platform accounting solution made up of superb software, top-notch support, affordable cost, flexible reporting and great human engineering. AccountEdge allows me to do quickly and easily take care of my organization's accounting needs.

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.