![]() ![]() NOTE: For access to all the latest features available in AccountEdge Connect, be sure to use the latest version of AccountEdge Pro. Sync new contacts and changes back and forth with AccountEdge Pro for seamless integration. Assign wage categories for employee payroll.Ĭontacts - Create and manage your lead, customer, vendor, and personal contacts. Track Billable Time - Enter Activity Slips and Time Sheets, track time worked on jobs with both billable and non-billable activity slips. Create Spend and Receive Money transactions, receive a payment and Pay Bills. Apply jobs to each line of a transaction. Spend and Receive Money - Enter expenses, checks, credit card purchases, and cash spent. Its feature set is built to allow users to handle basic accounting needs, sales, and expenses. It allows business owners to organize, process, and report on their financial information with ease so they can focus on their business. Web Pay - Email your invoices with a Pay Now button so your customers can pay you online securely with a credit card. AccountEdge Basic is easy-to-use small business accounting software. Enter your Account Opening Balances, Job Opening Balances and Customer Balances. Enter Bill Payments against existing outstanding payables. Learn how to set up your Opening Balances in AccountEdge Basic. ![]() Record Purchases and Bills - Track purchases by creating bills, orders, and quotes for item, service, professional, and miscellaneous transactions. Charge Convenience fees (if allowed in your area).īulk Payments - Charge credit cards in bulk for recurring sales and other accounts receivable transactions. Add payments, or charge credit cards, to any accounts receivable transactions.Ĭustomer Portal - Create a Customer Portal URL and customize the My Account Page for customers to view open sales, make payments, take credits, and update credit card details.īilling Schedules - Create Billing Schedules for setting up recurring sales transactions with customized frequencies, set the Schedule Date and Start Date, and define variable or fixed item quantities per invoice. Apply jobs to line items, use default tax rates, and other sales details from AccountEdge. It’s a bit more complex than some of the other software, so this software works best if you’re already familiar with accounting terminology. Enter Sales - Enter quotes, orders, and invoices, for item, service, time billing, professional and miscellaneous sales, and create credit memos. We chose AccountEdge Pro as our best accounting software for experienced accountants because of its robust features and reporting capability. ![]()
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