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#78

AccountEdge is ranked #78 in the Bookkeeping Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

AccountEdge Pricing

Based on our most recent analysis, AccountEdge pricing starts at $20 (Monthly).

Price
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Starting From
$20
Pricing Model
Monthly
Free Trial
Yes, Request for Free

Training Resources

AccountEdge is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for AccountEdge:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

AccountEdge Benefits and Insights

Why use AccountEdge?

Key differentiators & advantages of AccountEdge

  • Quotes and invoices: Create personalized quotes and invoices. Convert quotes to invoices with a click. 
  • Cost-effective: Pay only a one-time fee charged for each plan. This means extra payments are to be made only when the users purchase available add ons.  
  • Compatibility: Use Pro on Windows or Mac or get a mobile app for iOS devices. Access data without leaving the comfort of the desktop application with Connect. Get all the desktop features with Pro Hosted.  
  • Easy Installation: Get it up, running and access a vast amount of information within minutes. Learn more about using the platform by logging in to the user forum on the community page. Enjoy the simple to use interface and flexible reporting system. 
  • Simple Reporting: Look up information in numerous ways. Drill down into accounts and transactions with the interactive balance sheet and profit and loss reports. Slice and dice data for analysis. Easily control services from quote complete to invoice delivery. 
  • Time Billing and Retainers: Review how much money a client has to deposit and what is to be billed at the end of the month. Easily log in on-site with the quick interaction on the mobile app. 
  • Reconciling Statements: Find the amount by viewing them by debits or credits. Change marked items to blue which makes scanning the remaining numbers easy. 
  • Easy Job Budgeting And Analysis: Ensure easier functionality with new buttons added under budget analysis. Edit amounts for the job, calculate and display adjusted budgets and compare the actuals, in one window. 
  • Reminders: Add promise date as a reminder for the completion of job schedule. 

Industry Expertise

It’s suitable for small and medium-sized businesses and used by companies who sell, build and manage inventory items; bill for time spent on the projects; and for professional service providers.

AccountEdge Reviews

Based on our most recent analysis, AccountEdge reviews indicate a 'great' User Satisfaction Rating of 88% based on 176 user reviews from 2 recognized software review sites.

User satisfaction level icon: great

176 reviews

88%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of AccountEdge reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Strong Support: Users consistently praise AccountEdge's helpful and responsive customer support team.
  • Desktop Functionality: Many users appreciate that AccountEdge is a desktop-based application, which they find more reliable and secure than cloud-based alternatives.
  • Industry-Specific Features: AccountEdge offers specialized features for various industries, such as construction and manufacturing, making it a good fit for businesses with specific accounting needs.

Cons

  • Usability Challenges: Some users find AccountEdge less intuitive than other accounting software options, requiring a steeper learning curve to navigate its features effectively.
  • Limited Features: AccountEdge may not offer the same breadth of features as some competitors, potentially lacking specific functionalities that some businesses require.
  • Higher Cost: AccountEdge's pricing structure can be more expensive compared to other accounting software solutions, potentially impacting budget-conscious users.

Researcher's Summary:

Want to know if AccountEdge will give you an edge in accounting? AccountEdge is a popular accounting software for small businesses, especially those familiar with desktop-based applications. Users praise its comprehensive features, including general ledger, accounts payable/receivable, invoicing, and inventory management, all without requiring a subscription like QuickBooks Online. Many find it easier to use than QuickBooks, citing its intuitive interface and logical workflow. However, some users point out its limitations for businesses with complex needs, such as limited integrations with other software and a lack of advanced reporting features.

AccountEdge shines for small businesses seeking a robust, desktop-based accounting solution with a one-time purchase cost. Its ease of use and comprehensive features make it ideal for managing day-to-day finances, especially for those who prefer a traditional accounting software experience. However, businesses requiring advanced features or extensive integrations might find AccountEdge limiting and should consider cloud-based alternatives.

Key Features

  • Accounts: Maintain charts of accounts. Choose from over 100 templates in Pro or create templates. Create a budget for any active account or for each job and project by tracking individual jobs. 
  • Banking: Set up and manage all bank related activities, which includes importing bank statements for reconciliations. Connect credit card and bank accounts to the application with automatic bank feed options. 
  • Contacts: Manage all customers, vendors and employees from a central location. Attach documents or contracts to vendor files, add a photo or create custom letters for the customers. 
  • Sales: Create a quote, process a sales order, create an invoice for a customer and accept customer payments for all open orders. Make shipping the product easy by integrating the invoice with UPS and providing customers with the tracking details. Place comments and choose how to deliver invoices. Create sales orders for customers that pay in advance. Accept credit card payments and record incoming payments by creating an account with Merchant Account. Manage online sales and inventory by syncing online stores using Shopify connector. Attach a document to invoices and purchases to enable tracking of warranties and package slips. 
  • Time billing: Track time and bill customers with Pro. Track billable and non-billable hours spent on the project or track employee time for billing purposes. Remotely track time using Connect. Monitor all work in progress to bill the customers as the project continues. 
  • Purchases: Create a purchase order, convert a bill to an order, enter vendor accounts payable and pay them electronically or by check. Complete vendor payment electronically and process 1099 forms at year end for contractors, using information tracked in purchases.  
  • Payroll: Set up payroll using the payroll assistant. Do the calculations inhouse or outsource through SurePayroll. Get a variety of add-on options like direct deposit, payroll forms and e-file services when processing payroll in-house. 
  • Inventory: Add details about specific items as well as selling and buying options with the Pro inventory module. Assign multiple pricing levels to the products, get an alert when the stock drops below a specified point. Keep track of best-selling products, and even build items and kits. 
  • Purge Jobs: Remove unused, older jobs from a larger list. Delete the selected job and remove it from the transaction list. 
  • Custom List and Custom Fields: Track the jobs by adding custom list and custom fields upto the count of three. Define list names, list members and field names, and use a custom list as a filter for job reports. 
  • Customized Job Status: Check which job is pending, delivered or on hold by customizing the job status. 
  • Activity Slips: Track time tied to a job under the job list Window. Drill into the activity slip or print out a report.  
  • Transactions: Get easy access to a list of all the transactions under the job information window. Get information like quotes in summary or detail. 
  • Job Number: Automatically assign job number to each line of transaction when creating a sale to a customer that has a single job associated with it. Remove or overwrite it as and when needed.  
  • Job Address: Manually enter or automatically include address and contact information for a job from a linked customer address and phone number, especially in cases where the job is associated with site or location.  
  • Job Transaction Summary Report: Get a list of transactions, including quotes and orders that are associated with the specific jobs. Filter it out on the basis of type, sales and purchase order.  
  • Emails: Use merge tags to create email templates. Include additional email addresses and choose an email address from Card. Open and view the email in the email client instead of it being automatically sent. 
  • Search Option: Search by account number or account name and use starts with/contains filters. Search account list by number or name and look by contact on the cards list. Identify unknown or forgotten company names by using search from list on transactions. 
  • Paid Stamp: Avoid confusion when re-sending a copy of a paid invoice to a client with a paid stamp which is a custom field and can appear on printed and PDF sales form. 
  • Deleting Deposits: Edit or delete the deposit payment after an order has been converted into an invoice. 
  • Calendar Event: Create a calendar event in the MacOS Calendar app, while recording the transaction or when the payment is due. Reminders can also be created from the card file. 
  • Add Note: Remember why the inventory was adjusted or created a particular job entry by adding a note to all the transactions. Check stubs and other transactions by adding a note field to the appropriate report.  
  • Forecasting with Recurring Sales: Get a more accurate estimation of financial situation at a point in time. Only get relevant fields displayed when the radio button is used. 
  • Company Data Auditor: Make sure that the financial information is accurate, protected and balanced. Backup and verify the company file with the audit tools. Lock down reconciled financial data, keep an audit trail and run reviews to make sure the numbers are in balance. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Complicated to purchase and use the printable forms and government eFiling. 
  •  Multi-user deployment causes the app to crash. 
  •  Can open limited windows at a time. 
  •  No VPN support. 
  •  Issues with software upgrades. 

Suite Support

The sales and support team can be reached out through phone and email Customers who need to upgrade or buy a product can do so by filling out serial numbers, zip code and email. Customer Service enquiries can be resolved by filling out a small form with the specific details of the case.

mail_outlineEmail: Available after login from Monday to Friday, between 9pm—-5pm ET.
phonePhone: 800.322.6962 from Monday to Friday, between 9pm—-5pm ET.
schoolTraining: Find getting started kits to the most popular articles in the knowledge base.
local_offerTickets: Submit a case from the customer service enquiries.
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