Small business accounting for Mac.
AccountEdge Mobile
Manage your business anywhere you go with AccountEdge Mobile. Tap to record sales and activity slips, enter expenses and contacts, and sync it all with your desktop version of AccountEdge. Learn more.
New command centre
AccountEdge’s command centre has been redesigned with an emphasis on usability and modernity. While retaining the familiar flow chart layout, the new Side Bar and additional menus, Sync and Lists, make it easier to read and navigate your company file.
Side bar
Get where you’re going quick with the Side Bar, new in the command centre. The Side Bar lets you get to recently visited places in AccountEdge. Create a Favorites list for one-click access to your most used windows. Get answers to questions fast with the links in the Help Centre.
Progress billing
Contractors, architects, engineering firms, and others that bill by project or job can now bill as work is completed. Bill by percentage of the total quote, percentage of each line item, quantity, rate, and more and AccountEdge will manage the invoicing of the entire project from start to finish. You can even bill in excess of 100% of the original quote for overages, change orders, and expenses.
Single-click: activity slips to invoice
The new create invoice button on activity slips quickly turns billable time into an invoice.
Time Tracker
Give your employees and subcontractors the ability to enter time sheets and activity slips and apply time to jobs and payroll on the web, anywhere with an internet connection, without giving them access to your entire accounting system. Time Tracker is a subscription-based service, integrated with AccountEdge.
Create an invoice from a purchase
If you regularly incur expenses on behalf of your customers, kill two birds with one stone by recording a purchase for the original cost of the expense, and then automatically creating an invoice to bill your customer.
Streamline your invoicing
Do you send multiple invoices to a single customer every month? Use the new Statements with Invoice Details to send a single monthly statement that includes the detail of each invoice. An item statement will show each item with cost, and a service or professional will show each description with cost.
New billing statement invoice type
Make it easier for your customers to see where they stand with AccountEdge’s new billing statement invoice. Four new invoices include statement details like current and ending balance and an invoice aging statement. Overdue invoices are aged as of the print date of the invoice.
Sell your products, online
Enstore is a web store that allows you to sell your products online. Hosted and affordable, it is simple to set up, and comes with several beautiful store templates. Manage your products in AccountEdge, adding pictures and descriptions. Then sync with Enstore and you are ready to sell, online. Learn more.
New PDF engine improves image quality, allows for all fonts on forms
The new PDF engine means images on forms display properly, all fonts can be used on forms, and PDFs match their printed counterparts.
Multiple billing rates
Create a matrix of billing rates, by activity, employee, and customer, so that you can charge different rates for the same activity. For example, you can use custom billing rates to set up rate schedules based on employee seniority. Bill a senior partner out at $400/hour, and a junior partner out at $200/hour for the same type of activity.
New custom invoice and statement templates
AccountEdge adds over a dozen new invoice and statement templates, including a new remittance invoice and statement with a tear-off remittance area. Just drop your logo and company name onto the form and you’re ready to go.
100 custom business templates
The New Company File Assistant helps you get your company file up and running in minutes. Choose from one of 100 editable business templates to start with a Chart of Accounts that matches your business, or create your own from scratch.
Get help right from AccountEdge
Learn the basics of accounting with our Accounting 101 Guide, and use AccountEdge's assistants to help you create your company file, set up preferences, and enter opening balances.
So many ways to get help
The Help menu gives you the choice of going to our website for help or searching the help files included in AccountEdge. Most windows in AccountEdge also include the Help icon, which displays information related to whatever section of the software you currently inhabit.
Online manuals
The Getting Started Guide and other manuals are installed and accessible from the Help menu. Of course, you can always seek help from the support section of this website.
Keep your information secure
The Company Data Auditor found in the Accounts command centre lets you keep your important financial information in top condition. Use it to learn important information on your company file like size and location, troubleshoot problem areas such as imbalances in your receivables, and review changes made to the company file (and learn who made the changes).
Quickly find your file
Open the Company Data Auditor and click the magnifying glass icon next to the Application Locator or File Location fields and a new Finder window will open, bringing you to the location of your AccountEdge application or company file.
Business Insights
Business Insights calculates important financial ratios, providing current information about profits, turnover, and operating balances.
Budget for 2 years
Budgets can be entered from a single window that displays all balance sheet accounts together on a single window and all profit and loss accounts on another. Shortcuts allow for the current year budget to be copied into next years budget so that only minor alterations have to be made, rather than spending time starting on a fresh budget screen.
Easy import/export
Use auto-match to import files with header records in any order with simple one-click matching to speed the process.
Bank on AccountEdge
The banking command centre lets you write and record cheques, prepare bank deposits, print receipts, and reconcile your accounts. Use it to see all your important banking information at a glance, including your running balance and all transactions within a specified date range.
Bank Register
Quickly enter expenses, credit card purchases, cash sales, cash purchases and deposits all in one window.
Undo reconcile accounts
If you have reconciled a transaction in error or deleted a previously reconciled transaction, you can undo the previous account reconciliation. When you undo a reconciliation, all transactions for that period return to unreconciled status.
Import online bank statements
Import your online bank statements into the bank register to reconcile your accounts easily with the Get Statement button. AccountEdge supports most online statement formats, including OFX, QIF, QFX, and OFC. Your transactions will be automatically matched to those already entered.
Configurable sales tax
Sales tax flexibility. Create whatever tax is required for your country, with reports that give you what you need for your tax forms. AccountEdge supports GST, VAT, and Sales Tax, as well as Voluntary Withholding, Input Taxed, and Import Duty.
Quote to order to invoice
AccountEdge's sales command centre covers the entire sales process: prepare a quote for a customer, then turn it into a work order with one click. One more click turns the order into an invoice, which can be customized and then emailed or printed for delivery.
Creative forms designer
Design your own forms with the creative forms designer, using many languages. Pick the layout that's right for your business: service, item, professional or time billing. Then choose from a list of form fields and design options to create customized invoices, statements, and other forms that reflect the style and professionalism of your business.
Email or print forms
Create a quote, invoice or statement, then use the Print/Email Statements or Invoices options to have a physical copy to provide your customer or an electronic copy to send to them, saving both time and postage.
Multi Currency
AccountEdge International doesn't lock in a currency. Create and manage foreign currency accounts including bank accounts, receivable and payable accounts. Tag a customer or supplier with their currency to bill or pay them in their local currency. Track realized and unrealized currency gains and losses.
Track your income with 50 sales reports
AccountEdge includes 50 sales-related reports to help you analyze your businesses income. Reports are customizable, can be exported to Excel, HTML, viewed on-screen, emailed, or exported as a text file, and added to your reports menu for quick access.
Job tracking
Jobs allow the user to keep accurate and detailed records of projects – with jobs you can link to specific customers, track reimbursable expenses, and analyze profit and loss for a job.
Track and bill your time
Track and bill your time with the Time Billing command centre, using multiple billing rates, tracking chargeable and non-chargeable time, and billing in hours, increments of hours, or units.
Flexible setup of activities
Set billing rates on your contact cards, allowing for multiple billing rates: customer, employee, or activity. You can also make activities hourly or non-hourly, and chargeable or non-chargeable, all when creating an activity slip to track time spent on a task.
More choice for activity slip entry
When creating an activity slip, choose the activity, customer, or employee billing rate. Manually enter time onto a slip directly, or make use of the integrated timer. When creating invoices, you can include the standard brief description or the detailed notes from your activity slip.
Time reporting
Run time billing reports including activity logs, productivity and rate exceptions, or unbilled activity slips and adjustments.
Manage your accounts payable
Use the Purchases command centre to keep track of purchases and payables, automatically calculate taxes and volume discounts, easily enter returns or adjustments on - or apply refunds and payments against - purchase orders. Print out fully customized cheques and then send your supplier a payment notification.
Print/Email payment notifications
Use the Print/Email Payment Notifications feature to send your suppliers a statement showing that you are sending payment for a purchase order or group of purchase orders. If there is a dispute as to when a payment was sent and for what items or services the payment covers, a payment notification is a quick, easy way to help resolve the issue.
Purchase Orders and Bills
Use Enter Purchases or the Purchases Register to create purchase orders, convert orders to bills and purchase inventory.
Make payments to suppliers
Use the Open Bills tab of the purchases register to find out which suppliers you owe, and then open the pay bills window to make payments against your open bills. When you fill in the supplier field, you can choose which bills to pay and exactly how much to pay for a given supplier right in the pay bills window. Once you make the payment, email your suppliers payment notifications to let them know their payment is on the way.
Manage your inventory
AccountEdge’s powerful Inventory command centre allows for total inventory control: multiple pricing levels, kit-building and negative inventory. Receive inventory into multiple locations, whether it’s different shelves in a warehouse or different warehouses altogether. You can keep up to three photos of each item for easy reference, and track by weight, brand, and tags.
The Items Register
Open the Items Register and get a picture of your inventory: where it came from, where it is, and where it is going. The Items Register lets you check your inventory levels, build items, and adjust inventory.
The Items List
The Items List gives you total control of your items: add descriptions, locations, and photos of each item.
Receiving inventory
When a shipment of inventory arrives, not all of the goods always come in at once. AccountEdge lets you place an order, receive inventory against the order, track what inventory is still outstanding to be received, and create a bill for the outstanding goods, all while maintaining a connection with the original purchase order.
Buying details
Track buying details for your items like standard cost, last purchase price, and units of measure when purchasing. You can link a primary supplier to each item for reorders, and a minimum level before you want an alert to tell you to restock.
Selling details
Create selling details, including base selling price, selling units of measure, and 6 pricing levels with 5 quantity breaks each for a total of 30 different selling prices for each of your items.
Count inventory
Open Count Inventory from the command centre to quickly adjust the quantities of your items so they match the actual quantities in stock. If you use locations, you can group your inventory list by item or by location.
Inventory locations
Whether inventory items are organized by bin, on shelves, or in different warehouses, you can find out how many you have and where they are by location. Use the Move Items window to shift your inventory from place to place, and even build reports sorted by location to learn sales, purchase prices, and more.
Build kits
AccountEdge automates the build process, making it easy to combine multiple items and build them into a finished item with Auto-build. You can set minimum levels so that when an item necessary for building another starts running low, you will be given an alert that you need to replenish that item
Enhanced search of the items list
AccountEdge comes with an enhanced search that lets you search by a number of fields. For example, choose to search by Item Name and only items that contain the keyword you use will show up, saving you the pain of the old search and scroll technique.
Contact management
Track important customer, employee, and supplier information and sync with Mac OS X Address Book. Keep contact information, employee details, selling details, jobs, and even add pictures.
Contact cards
Use cards to track information on your customers, employees, suppliers, and personal contacts. Cards hold a tremendous amount of information, including a billing address and five ship-to addresses, each with three phone numbers, an email address, web address, and fax number. You can attach a picture to each card, and sync your entire card file with Mac OS X Address Book.
Reminder log
You can create reminders using AccountEdge's Reminder Log, and then display them by customer card. Remind yourself to follow up with a customer on a sales call by creating a reminder. Then sync your reminders with iCal's To Do list.
Create personalized letters
Form letters are a great way to get your point across, whether it be advertising, collections or just a thank you note. Use the Create Personalized Letters feature to easily send the same letter to one, or many contacts on your list and let AccountEdge fill in their name, address and other information automatically.
Identifiers and custom lists & fields
Use Identifiers and Customs Lists & Fields to define your customers, employees, suppliers and personal contacts and easily sort through them when running reports or creating letters. Identify a group of customers who have been loyal to your company for a long period of time, then send a letter to those customers simply by choosing that identifier when creating the letter.
Checkout Point of Sale for Mac
Checkout is the powerful, easy and affordable point of sale software for the Mac. Run your retail store more efficiently with Checkout. Learn more.
Start your own online store
Enstore lets you sell all of your products online, safely and easily, and integrates with Checkout and AccountEdge. Learn more.
Time Tracker
Time Tracker is a seamless way for employees and subcontractors to submit activity slips and timesheets anywhere, online. Learn more.
