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.
Export accountedge basic to quickbooks pdf#
Overall: The invoicing functions work well, creating and sending pdf invoices via Outlook.
They offer no after hours support so you better only have an issue between 9am-5pm eastern time, otherwise you are stuck. There are a few really awesome folks and then again not so much. Especially with how virtual we all have to be nowadays. 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. There is no way to export data to a banking website for things like Bank of America's positive pay.
With that being said they only talk to each other with a manual "sync" each time you want them to update the other. 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. There is not mass way to remove and customer/vendor profiles.
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. Accounts receivable and the vendor/customer input needs some serious updating. 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.
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