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AccountEdge Review

AccountEdge
Our score: 8.6 User satisfaction: N/A

What is AccountEdge?

AccountEdge offers full-featured accounting software for your small business, on the desktop. With no monthly subscription, it helps you run and report on all aspects of your business: sales and invoicing, purchases, payroll, inventory, time billing, and more.

The software’s double-entry system means your accountant will be glad when it’s time to peruse your file (especially because the vendor gives them a free copy). AccountEdge helps you run and report on all areas of your business: time billing, inventory, purchases and orders, and sales and invoicing, and more. You can also add payroll forms, direct deposit, credit cards, and many more services.

The vendor offers excellent service and you can visit their website’s support page to avail free email support and make use of self-help resources like a knowledge base, support library, and discussion forum. Their phone support team is based in their offices in Rockaway, NJ. You can also search for local help from one of AccountEdge’s Certified Consultants.

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Overview of AccountEdge Benefits

Profitability. New Profitability reports show the profitability of items, customers and activities.

Get Paid Online. Web Pay lets you email invoices containing a payment link, allowing customers to pay you online.

Purge Quotes. Purge quotes and lead records that didn’t convert to sales and are no longer needed.

Serialized Inventory. Resellers, manufacturers, wholesalers, and other item-based businesses can track serial numbers from purchase through sale, and beyond with warranty tracking.

Commission Tracking. Choose a fixed percentage or amount as a commission, or create a custom rate per item or per activity. Assign commission rates by salesperson and choose whether to pay commissions based on sale date or payment.

Returns and Credit Memos. Create a credit memo from an existing sales invoice or as a new sales transaction type. Also sync them from Shopify to settle them in AccountEdge. Include additional charges or fees, should be added as a negative number when using the credit memo.

Historical Reports. Start building seven years of Profit and Loss reports and Balance Sheets. A new Multi-Year Spreadsheet report displays year–over–year comparisons in columns.

Advanced Filtering. Use advanced filters to search the Bank Register and the Sales and Purchases Registers.

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Overview of AccountEdge Features

Accounts
  • Accounts List
  • Record Journal Entries
  • Retainer, Escrow, and Trust Accounts
  • Budgeting
  • Track Mileage Reimbursement
  • Transfer Money
  • Company Date Auditor
  • Business Insights
Banking
  • Bank Register
  • Spend Money
  • Receive Money
  • Reconcile Accounts
  • Prepare Bank Deposit
Sales
  • Sales Register
  • Create and Track Quotes, Orders, and Invoices
  • Process Web Orders
  • Salesperson Commissions
  • Receive Payments
  • Print Receipts
Time Billing
  • Activities List
  • Prepare Time Billing Invoice
  • Multiple – Billing Rate Levels
  • Activity Slips
  • Timesheets
  • Activity Log
Purchases
  • Purchases Register
  • Create and Track Quotes, Orders, and Bills
  • Pay Bills
  • Prepare 1099’s
Payroll
  • Process Payroll
  • Payroll Timesheets
  • Pay Liabilities
  • Prepare Payroll Tax Forms
Inventory
  • Manage Inventory and Non-Inventory Items
  • Build Items
  • Receive Items
  • Manage Inventory Counts
  • Manage Inventory Locations
Card File
  • Maintain Lead, Customer, Vendor, and Employee Contact Details
  • Set Reminders
  • Print Mailing Labels
  • Create Personalized Letters

AccountEdge Position In Our Categories

Keeping in mind companies have their own business-related needs, it is prudent that they abstain from preferring a one-size-fits-all, ideal software product. Nonetheless, it would be almost impossible to try to pinpoint such application even among branded software systems. The sensible step to do is to make a list of the several critical functions that merit deliberation such as major features, plans, technical skill ability of staff members, company size, etc. Next, you should perform the product research systematically. Go over these AccountEdge evaluations and scrutinize each of the software products in your shortlist more closely. Such comprehensive research makes sure you circumvent unsuitable apps and choose the one that offers all the features your business requires.

Position of AccountEdge in our main categories:

TOP 100

AccountEdge is one of the top 100 Accounting Software products

TOP 50

AccountEdge is one of the 50 Online Accounting Software products

It is essential to keep in mind that virtually no software in the Accounting Software category is going to be an ideal solution that can meet all the needs of various company types, sizes and industries. It may be a good idea to read a few AccountEdge Accounting Software reviews first as some software might perform well only in a really narrow group of applications or be prepared with a very specific type of industry in mind. Others may operate with a goal of being easy and intuitive and therefore lack advanced functions welcomed by more experienced users. There are also software that cater to a wide group of users and give you a complex feature toolbox, but that in most cases comes at a more expensive cost of such a service. Be certain that you're aware of your needs so that you select a service that has all the functionalities you search for.

How Much Does AccountEdge Cost?

AccountEdge Pricing Plans:

Free Trial

AccountEdge Pro

$399

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What are AccountEdge pricing details?

AccountEdge Pricing Plans:

Free Trial

AccountEdge Pro

$399

AccountEdge Pro is available for $399 for a new user. Optional upgrades are available for $199 single-user upgrade and $349 for multi-user/Network Edition upgrades.

There is also a great 30-day free trial of AccountEdge available that lets you try out all the key features of their service.

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to get a Accounting Software it’s important not only to find out how professionals rank it in their reviews, but also to discover if the real users and businesses that use it are indeed content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and AccountEdge reviews across a broad array of social media sites. The data is then featured in an easy to understand way indicating how many clients had positive and negative experience with AccountEdge. With that information at your disposal you should be prepared to make an informed purchasing choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Mac

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • One-time payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for AccountEdge?

  •  AccountEdge Cloud
  • Credit Card Merchant Account
  • Full Service Payroll
  • Payroll Tax Forms Service
  • Shopify e-Commerce
  • Checkout Point of Sale for Mac

AccountEdge User Reviews

AccountEdge average rating:

Average score
3.9/5 (10 user reviews)
4/5

Overall impression

5/5

Customer Support

3/5

Value for Money

4/5

Ease of Use

Write your own review of this product

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The most favorable review

Laurence

PROS: If you need something that can produce reports efficiently and process transactions in a manner of minutes, this is definitely the software you need.

CONS: This still needs more streamlining because I think there are still too many keystrokes required just to enter a transaction.

Reviewed 4 years ago

Read full review >

The least favorable review

Laurence

PROS: If you need something that can produce reports efficiently and process transactions in a manner of minutes, this is definitely the software you need.

CONS: This still needs more streamlining because I think there are still too many keystrokes required just to enter a transaction.

Reviewed 4 years ago

Read full review >

More reviews from 10 actual users:

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  • Latest
  • Most useful
  • Most positive
  • Most negative

Efficient reporting and fast processing of transactions.

Read full review >
Laurence
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.12.2021 Company Size: 1-10 Employees Industry: Accounting

PROS: If you need something that can produce reports efficiently and process transactions in a manner of minutes, this is definitely the software you need.

CONS: This still needs more streamlining because I think there are still too many keystrokes required just to enter a transaction.

What do you think about this review?

Great Poor

It works with both Windows and Mac OS.

Read full review >
Nellie
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 10.11.2021 Company Size: 51-100 Employees Industry: N/A

PROS: It seems like such a small thing, but the fact that it can work on both Windows and Mac addresses our constant headache given that some of us are Macbook users.

CONS: ERP modules should be part of the program. In its current form, I think the only businesses who can use it are only small and medium ones.

What do you think about this review?

Great Poor
Show More User Reviews (10)

Generates reports fast, helpful for unexpected meetings.

Read full review >
Sebastian
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 01.10.2021 Company Size: 1-10 Employees Industry: Accounting

PROS: It can come up with reports efficiently and transactions are processed at a quick rate. This is useful for impromptu meetings, which we have a lot.

CONS: It could be more intuitive, to be honest. The amount of keystrokes needed to enter a transaction is needlessly complicated.

What do you think about this review?

Great Poor

Intuitive even for tech-challenged users.

Read full review >
Tevin
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 24.04.2021 Company Size: 51-100 Employees Industry: Information Technology and Services

PROS: I really appreciate how helpful their knowledge base articles are. The interface is user-friendly that even our tech-challenged staff have no problem using the system from the get-go.

CONS: Quite frankly, I can't think of anything to complain about. Updates arrive regularly and the software itself doesn't have a lot of issues.

What do you think about this review?

Great Poor

Can be customized to our required workflows.

Read full review >
Isadore
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.04.2021 Company Size: 1-10 Employees Industry: N/A

PROS: Easy to learn and use and can be customized without a hitch. Perfect for our unique workflows and requirements.

CONS: A feature I'd like to have in future versions is the ability to save settings as well as the next purchase order number per user.

What do you think about this review?

Great Poor

Features and tools are organized making for easy access.

Read full review >
Camren
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 23.03.2021 Company Size: 11-50 Employees Industry: N/A

PROS: Anybody planning on using this will appreciate how organized and user-friendly it is, thanks to the provided tags for the different functions. I personally like how we've been able to use this alongside Lightspeed, which is what we primarily use for statements, invoices, and inventory. Another thing that I appreciated is how it notifies you if you are entering something into the wrong field. The notices that pop up not only tell you what you're doing is wrong, but also provide you with instructions on what the correct tab to use is.

CONS: I really wonder why they use the Tab button to commence a search, since it seems so counterintuitive. Every other search engine in the world commences a search with the Enter button, so it can be really irritating when you keep pressing the Enter button to search on AccountEdge and you don't get the action or the result that you expect.

What do you think about this review?

Great Poor

Important documents are easier to generate now.

Read full review >
Austen
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 08.01.2020 Company Size: 1-10 Employees Industry: Arts and Crafts

PROS: I love the monthly reports I can generate with it, especially commission and tax reports. These are documents critical to my job.

CONS: They could make the Accounts Payable Portal more user-friendly since it currently confuses me a lot. I think more customization options should also be introduced.

What do you think about this review?

Great Poor

We’ve grown with it over the years.

Read full review >
Mavis
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 22.12.2019 Company Size: 1-10 Employees Industry: N/A

PROS: As a user of this program for two decades, our company has seen how it has grown and improved. While it is no longer called Mind Your Own Business (MYOB), it still has that user-friendliness that made it such a hit when we first started using it. The tech support is exceptional and updated on the tables for Local, State, and Federal taxes. I also appreciate how regular updates are given and how quickly bugs are fixed. I've seen the new features they keep addining every time they release a new version and I am impressed. Another impressive thing about this software is that it allows our engineering, payroll, and purchasing to work together because there is a central server that holds the main data file.

CONS: They charge you $500 for three seats every year so that you get updated tax tables for payroll. I think it's a reasonable rate, but lowering the price wouldn't hurt.

What do you think about this review?

Great Poor

Friendly user interface

Read full review >
Edgar
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 03.10.2019 Company Size: 1-10 Employees Industry: Hospital & Health Care

PROS: For me the biggest benefit was I just needed a few hours to learn the essential features of the software that my company required.

CONS: A couple of minor drawbacks: First, memos on checks written in this system feature in a different way on the bank register compared to memos on deposits. Second, it is somewhat hard to reverse a transaction.

What do you think about this review?

Great Poor

Easy to use accounting platform for small companies

Read full review >
Betsy
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 12.09.2019 Company Size: More than 100 Employees Industry: Graphic Design

PROS: I love that the software is simple to set up and intuitive to use. I use it to keep track of my receivables and payables. I can assign job numbers to projects and code invoices to the job. When I invoice my client I can view the expenses made against the job and add mark-ups as needed before billing. The app also makes it simple to reconcile my bank statements.

CONS: I wish I could separate personal details from business details. I use Quicken to manage my personal accounts. There should be an option to open a personal account within this system. Maybe the option is available and I’m not aware of it.

What do you think about this review?

Great Poor
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AccountEdge user reviews

Efficient reporting and fast processing of transactions.

Read full review >
Laurence
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 02.12.2021 Company Size: 1-10 Employees Industry: Accounting

It works with both Windows and Mac OS.

Read full review >
Nellie
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 10.11.2021 Company Size: 51-100 Employees Industry: N/A

Generates reports fast, helpful for unexpected meetings.

Read full review >
Sebastian
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 01.10.2021 Company Size: 1-10 Employees Industry: Accounting

Intuitive even for tech-challenged users.

Read full review >
Tevin
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 24.04.2021 Company Size: 51-100 Employees Industry: Information Technology and Services

Can be customized to our required workflows.

Read full review >
Isadore
4/5

Overall impression

3/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 09.04.2021 Company Size: 1-10 Employees Industry: N/A
Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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