Small business accounting for Mac.
Business Insights
Business Insights calculates important financial ratios, providing trend-based information for year over year analysis about profits, turnover, and operating balances. Screenshot.
Card File Action Menu
Easy access to a variety of card-related options allows you to complete multiple tasks without having to leave the card screen. Create letters, send emails, find transactions, view maps, get directions and more. Screenshot.
List Search
New filters will help to further define your searches. When searching your cards, activities, items or locations lists, you can now define your search term with “Contains” or “Starts with” to further narrow your results. Screenshot.
Forms Customization
The form customization window has been updated with easier-to-use tools for adding and editing fields and elements on your forms. Screenshot.
Applescript
Enhanced Applescript capability makes data integration easier and simpler with Apple’s state of the art scripting language. Applications like Daylite, Checkout and Elements take advantage of this enhanced capability.
Address Book Sync
With the Sync Cards feature, you can use either your AccountEdge Cards List or your Address Book as your main business contact directory. One simple process keeps your Address Book cards in sync with your AccountEdge Cards List.
iCal Integration
If you use iCal to plan your day-to-day activities, you can now publish AccountEdge transaction information and reminders to iCal. Now keep track of sales and purchases by due date, publish recurring transactions and reminders to iCal. Screenshot.
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New Command Centre Interface
Over the years, our user interface has evolved based on the latest Apple technologies and customer feedback. With a cleaner more streamlined design, the icons have been reworked and the flow chart buttons improved. The entire window can be stretched for use on your large screen monitor. Screenshot.
Task List
Save frequently used windows and reports in the Task list, then open these windows without opening command centres or other windows. Note that only windows that can be opened from the Command Centre or from menus can be added to the Task List. Screenshot.
MobileMe Backup
You can now back up your company file to your MobileMe account giving you an offsite backup option. You can also restore your company file from your MobileMe account. Screenshot.
Undo Bank Reconciliation
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. Screenshot.
Auto-match
The new auto-match feature allows you to import files with header records in any order with simple one-click matching to speed the process. You can also AppleScript with auto-match to create a custom solution for your business. Screenshot.
The Company Data Auditor
The Company Data Auditor provides a high level integrity check of the data contained in your AccountEdge company file. This provides you and your accountant with added assurance of the integrity of the data. Screenshot.
Negative Inventory
Ever need to sell something you don’t have in inventory? Now you can record a transaction in AccountEdge that will result in negative inventory, meaning the on-hand quantity of the item can be less than zero.
Transfer Money
Need to move money from one account to another? We’ve made recording these transaction simple and fast. Just select the account you want to transfer From and the account you want to transfer To. No confusing journal entries, no temporary transactions, no fake cheques. Screenshot.
Categories
By setting up categories, you can now record and track transaction information using your own criteria, such as lines of business, divisions or locales. Screenshot.
Cash Based Financial Statements
Run Balance Sheets and Profit and Loss reports on the Cash or Accrual basis, so no matter how you manage your sales and purchases, you can produce reports the way you want. Screenshot.
Combine Accounts/Cards
You may have two accounts or cards that would be better treated as one. AccountEdge lets you combine the two, retaining the transaction history of both accounts or cards. Screenshot.
Mac Multi-User Accounting
If you need to run your accounting system over your Mac OS X network, you’ll need AccountEdge Network Edition, built so you and your staff can access the same data. With an easy to use preference pane, you can control access to your company file, with or without a dedicated file server.
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.
Over 200 Reports
Over 200 financial and management reports give you both summarized and detailed information on the state of your business. You can customize your reports to sort and filter information so you get the answers you are looking for, and save your most-viewed reports as favorites in the report menu. Reports can be sent directly to an Excel spreadsheet, or emailed as a PDF with one click. Screenshot.
Back up to Disk or MobileMe
Backing up your information is a crucial - but often over-looked - part of managing your business. AccountEdge makes it easy and gives you options: you can easily back up your company file to disk or to MobileMe.
So Many Ways to Get Help
The Help menu gives you access to our online help files. 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 User Guide and Getting Started Guide 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). Screenshot.
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. Screenshot.
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. Screenshot.
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.
Print Cheques
Easily print a batch of cheques or use the Advanced Filters option to find and reprint a cheque or change payment details. Use customized cheque forms or purchase preprinted cheques from AccountEdge Cheques and Forms that are designed by our forms professionals. Screenshot.
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. Screenshot.
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.
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. Screenshot.
Creative Forms Designer
Design your own forms with the creative forms designer. 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. Screenshot.
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.
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. Screenshot.
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. Screenshot.
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.
Track and Report on Time
Time billing in AccountEdge is integrated with your Payroll, so you can send all of your employees' time tracked directly to the Process Payroll Assistant. You can also track all aspects of time captured with 15 Time Billing reports. AccountEdge includes productivity reports that compare time tracked to time billed and alert you to rate exceptions.
Enter Timesheets
Employee time tracked with timesheets flows to invoicing, job tracking, and payroll. Using timesheets, you can quickly calculate employee pay, and you can also create activity slips based on timesheet entries. Screenshot.
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. Create slips individually, or create them on a timesheet or even directly on an invoice. When creating invoices, you can include the standard brief description or the detailed notes from your activity slip. Screenshot.
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.
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 vendor a payment notification.
Print/Email Payment Notifications
Use the Print/Email Payment Notifications feature to send your vendors 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. Screenshot.
Make payments to vendors
Use the Open Bills tab of the purchases register to find out which vendors you owe, and then open the pay bills window to write cheques against your open bills. When you fill in the vendor field, you can choose which bills to pay and exactly how much to pay for a given vendor right in the pay bills window. Once you record the cheque, click Print Cheques to choose which Cheques to print, and then email your vendors payment notifications to let them know their payment is on the way. Screenshot.
Process Payroll Assistant
The Process Payroll Assistant streamlines payroll as it walks you through the payroll process. Set up your payroll with automatic income, deductions, accruals, and expense tracking. You can set your employee pay rates as hourly, salary, or commission with the Payroll Easy Setup Assistant. Edit paycheques directly from the assistant, then record and process. Deliver pay stubs by email, or print them out. Screenshot.
DIY
Do it yourself. AccountEdge’s Payroll command centre gives you the tools you need, from timesheets to T4s and RL-1 forms. Add on support with our Payroll Tax Service for payroll tax updates, and you’re in total control of your payroll. Screenshot.
Vacation and Sick Leave Tracking
Set up AccountEdge to automatically accrue vacation and sick time, and then deduct that time as it’s used to provide your employees with a running total of available time off. Use the Accrual Balance reports to provide a quick overview of time used and time remaining and add notes within the Leave Tracking Information module to further define what the time was used for.
Enter Timesheets
AccountEdge's timesheets look and function like paper timesheets, tracking an employee's hours worked, vacation and sick leave taken. If you use Time Billing, you can also create activity slips based on timesheet entries. Screenshot.
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 even keep a digital photo of each item for easy reference.
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 a photo of each item. Screenshot.
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 vendor 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. Screenshot.
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. Screenshot.
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 vendor information and sync with Mac OS X Address Book. Keep contact information, employee details, selling details, jobs, and even add pictures. Screenshot.
Contact Cards
Use cards to track information on your customers, employees, vendors, 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. Screenshot.
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. Screenshot.
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, vendors 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. Screenshot.
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Cheques and Forms
The only pre-printed business cheques,
invoices, purchase orders, and
statements 100% guaranteed to work
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