Is PBS Accounting right for your business?

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best for

  • Accounting
  • Best For Most Business Sizes
  • Supports Desktop Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is PBS Accounting?

PBS Accounting is robust professional level accounting software that fits a wide range of businesses and grows with your company. The CashPoint version acts as back end accounting for multiple industry specific applications, including NCR Counterpoint. Flexible, up to the minute reporting – business intelligence and decision support information at your fingertips. Compliance with regulatory requirements, including the Affordable Care Act and Sales and Use Tax management and reporting. Easy to use, excellent live, US-based support, affordable for small businesses. ... 

Jump to:

Sales order entry
Sales order entry
Single-level and indented bills
Single-level and indented bills
Blanket POs and vendor sourcing
Blanket POs and vendor sourcing
Shop order
Shop order
Cost breakdown
Cost breakdown
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User Review Highlights

4.52

31 Reviews

5
20
4
9
3
1
2
0
1
1
4.5

Ease-of-use

out of 5
4.5

Customer Support

out of 5
4.5

Value for money

out of 5
4.5

Functionality

out of 5
  • icon"We switched from pre-printed invoices to laser printed invoices. This results in a huge cost savings, and they look great."
  • icon"I love the fact it is so user friendly. Most of all the customer support is."
  • icon"Bill is easy use O/E or A/R side can be used like we have many customer charge and pay later."
  • icon"There was lack of actual instructions on how to use the program. I had to guess at certain steps such as printing from one form copy to another."
  • icon"The company does not offer tech support so you have no other choice."
  • icon"My only complaint is that I have trouble finding transactions. The system allows searches on several factors but not always the one I know."

Read user reviews

How much does PBS Accounting cost?

Passport Business Solutions is modular - buy only what modules you need and add on as you grow.

Starting price

$995.00 one time

Free trial

Available

Free version

Not Available

Which features does PBS Accounting offer?

Core features:

"What If" Scenarios1099 PreparationAccess Controls/PermissionsAccount ReconciliationAccountingAccounting IntegrationAccounts PayableAccounts ReceivableACH Payment ProcessingAging TrackingShow more features +

People who reviewed this software give it a 4.5 star rating for functionality.

How easy is PBS Accounting to use and deploy?

PBS Accounting supports Desktop deployment options, including: Windows, Linux.

People who reviewed this software give it a 4.5 star rating for ease-of-use.

What do verified users say about PBS Accounting

4.52/5 out of 31 Reviews

Showing 1 - 5 of 31 reviews

Jon

Company size: 2-10 employees

Industry: Retail

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

December 2019

Transition from Passport and Counterpoint to Passport Business Solutions

End of month billing is much less stressful. We used to have to set the time back on our server to invoice in the previous month. That became harder to do because of the new virtual server we were forced to change to when our old server crashed. Now we get paid sooner and we have better cash flow. Passport customer support is great. If I have a problem they get back to me right away and stick with it until it is fixed. I always get to speak to the same person, which is a plus.

Pros

I have been using Passport for A/P and General Ledger for more than 15 years. I recently switched from using Counterpoint for A/R to using Passport for A/R. I like the ease of use. Invoices can be edited and reprinted before they are posted. Invoices can be dated in the previous month even if the calendar date is in the next month. Figures from the inventory purchase orders auto fill into the a/p vouchers so I do not have to enter the figures twice. We switched from pre-printed invoices to laser printed invoices. This results in a huge cost savings, and they look great. I have had positive feedback from several customers about the changes to their invoices and statements. I like that I can copy and paste long descriptions from a Word document into a Passport invoice . That has been a huge time saver for me. Who doesn't love saving Time and Money?

Cons

I do not like the order entry module or the point of sale module because they are not as easy to work with as the A/R module. Items that have serial numbers cannot be billed out thru the A/R module. This would be the only thing I would change about this program. Then it would be perfect.

Reasons for choosing PBS Accounting

I already knew how to use 1/2 of the package, and the other 1/2 looked very similar to what i was currently using. The price was reasonable. It wasn't the cheapest and it wasn't the most expensive. The program/company has been around for a very long time and that made me feel comfortable. I had some very specific needs for invoicing that were not available in the test run. The President of the company called me to discuss what those needs were, and assured me that they could design a form to fit our specific requirements. I was impressed by that, and they kept their promise.

Reasons for switching to PBS Accounting

Our server crashed. When our former support people re-installed Counterpoint on our system we went from being able to have 3 people working in Counterpoint simultaneously and with 2 windows open at all times. To only having 1 person in Counterpoint at one time with one window open or it would crash. This was a disaster! We started shopping for other hardware and software support after that happened. In addition, all of our systems were really outdated. We were still using dot matrix printers! We needed to upgrade everything.

Shaheed

Company size: 2-10 employees

Industry: Mechanical or Industrial Engineering

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

October 2021

USER Friendly

BeSide little issue it works great. Some we need to fix.

Pros

Bill is easy use O/E or A/R side can be used like we have many customer charge and pay later. We can do order in the system back order a product once we ship it out easy to make packing ticket and bill later . As we are manufacturing Overhead Crane we have lot of parts come in do Purchases order in the system .

Cons

Purchases order We don't like was a wreak start in vision 12.06. We need to upgrade to new to see this Purchases order window showing all item in order to know how many we order and price is correct before printing out to send to vendor. Right now if you order more then ONE item you cant see the second item etc till you print to correct errors made when ordering. Big disappointment. I was promised this will get fix in 2016..

Reasons for choosing PBS Accounting

We have inventory for parts many different Vendor product . Passport has a good way to keep track of it. Since we been in business for75 years. As you can see staying with passport after you counterpoint for year. Since passport had done a good job keep our Data intact and converted from bill to AP, OE,AR, IC, SA, GL and CNTRL.

Response from Passport Software

Thank you for your review, Shaheed. At this writing, we are working on our next release, PBS Version 12.8. It includes enhancements which will address the issues you have rightly mentioned that need to be improved in Purchase Order. We appreciate your comments our customers' feedback drives our development efforts.

Replied October 2021

jacquelene

Company size: 51-200 employees

Industry: Accounting

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
2

Value for money

out of 5
2

Customer support

out of 5
3

Functionality

out of 5

December 2019

PBS

Pros

What I like most about this software is how much information it stores. It makes invoicing easier.

Cons

What I like least about this software is the cost. When you run into problems you have to contact your independent sales person and their costs to troubleshoot your problems can be astronomical. The company does not offer tech support so you have no other choice.

Response from Passport Software

Hi Jacquelene, Your comment about our software and how it helps invoicing makes us very pleased. Thank you! No one ever tells us they like having to pay for software support. It is an unfortunate reality that software, like most other things, requires maintenance and care. While we can't control what our vendors charge for their services, we know that they seek to stay within their market's pricing standards. However, should the need arise, we offer a variety of software support options that would enable you to contact us directly regarding your software. We appreciate your having taken to time to express your opinions. We look forward to being of service to your company.

Replied December 2019

C HARLES

Company size: 51-200 employees

Industry: Food & Beverages

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2016

CHARLES W. WETZEL OWNER OF WETZEL'S MARKETS

I HAVE USED THIS PRODUCT SINCE BUYING MY FIRST COMPUTER , A TANDY RADIO SHACK MODEL 2 OPERATING ON A MULTIUSER OPERATING SYSTEM ZENIX , SINCE 1981. IT WAS CALLED REAL WORLD ACCOUNTING PROGRAM BACK THEN. AROUND 1990 SWITCHED TO IBM TYPE COMPUTERS AND PURCHASED UPGRADE TO THAT OPERATING SYSTEM. OVER THE PAST THIRTY FIVE YEARS USING THIS PROGRAM I HAVE PURCHASED OTHER BUSINESSES THAT WHERE USING OTHER ACCOUNTING PROGRAMS AND AFTER REVIEWING THOSE PROGRAMS AND CONSIDERING CHANGING TO THEM WE STAYED WITH PASSPORT (REAL WORLD) BECAUSE OF ITS VERSITILITY AND TRACKING AND EASE OF OPERATION AND WOULD RECOMMEND THIS TO ANY SIZE BUSINESS.

Pros

ITS EASE OF USE , HOW IT CAN ADAPT TO ANY TYPE OF BUSINESS, HOW YOU CAN SETUP FINANCIAL STATEMENTS TO LOOK JUST LIKE YOUR ACCOUNTANTS STATEMENTS BUT ALSO RUN FINANCIALS WITH FAR MORE DETAIL FOR YOUR INTERNAL BUSINESS USE

Cons

NOTHING

Laura

Company size: 51-200 employees

Industry: Consumer Goods

Time used: More than 2 years

Review Source: Capterra

4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

July 2016

ACA Module and Support

We are thrilled with the decision we made to use the Passport Software for our ACA compliance. The team at Passport was quick to tackle and master the unknown and complex process to comply with the Affordable Care Act. The software itself was easy to use and understand but we were most impressed by the customer support provided by Passport. The staff went above and beyond their role as software developers by providing detailed instructions on filling out forms, IRS registration, electronic filing, trouble-shooting with the IRS and much, much more. We would be lost without them and appreciate the time, effort and support they have provided along the way.

Showing 1 - 5 of 31 reviews

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