AccountEdge Basic

Developer: Acclivity

Current Version: 1.1

Last Updated: 4 years ago

Download Size: 16.1 MB - Download


The perfect fit for your small business, home based business, club or charity needing to manage their business. AccountEdge Basic is a full featured accounting app that keeps the double entry accounting behind the scenes.

Over 100,000 customers worldwide use AccountEdge and is brought to you by a company with a long history and a full support team ready to help.

Sales & Invoicing
Create quote, orders and invoices with several layouts including Item, Professional and Service. Invoices, Quotes and Statements are fully customizable and can be printed and emailed individually or in bulk. Sell online with the optional integrated web store. Process credit cards directly from a invoice.

AccountEdge Mobile
Take your sales and contacts on the road. Syncs with the free AccountEdge Mobile app allowing you to create sales, add customers, and log expenses.

Create sales and service items which can also be synced to the optional web store. Items have plenty of customization options including brand, weight, tags, custom fields, pictures and much more.

Write and print checks, reconcile your bank accounts and import bank transactions through OFX, QFC, QIF files from your bank. Use the bank register to log in your expenses.

Track all of the details of your customers and vendors as well as sync them to your Mac OS X Address Book. Include pictures of your employees or customers, set many defaults to save time filling out sales, create reminders and contact log entries. Send emails, write letters with MS Office directly from a contact record.

Sales Tax
Most everyone needs to track sales tax collected. AccountEdge Basic covers you from a simple single sales tax to consolidated taxes to cover local and city sales tax. Reports are there to show what you're responsible for filing. Check items as being taxable and even setup a tax code by customer.

AccountEdge is a full featured double entry accounting app that keeps the accounting behind the scenes but feel confident that you can run all of the reports that your accountant will want to see as well as reviewing how your business is doing. AccountEdge Basic is much more than a billing/invoicing application.

Help when you need it
Acclivity is here to help when you need it. A full FAQ system is available along with a discussion forum which is widely used. Free email support is also available as well as optional phone support plans if needed. Plenty of content to help you get up and running easily.


Release Notes:

This release addresses two issues:

-Known issue with the upgrade assistant when upgrading FirstEdge company files prompts an error about a missing file.

-When syncing with AccountEdge Mobile, invoice numbers will not be incremented based on the AccountEdge Mobile sale number.


Most Helpful Reviews

Version 1.0
Review by BobSmithTX

Simple and powerful - I've used MYOB (which became AccountEdge) since moving to OS-X in maybe 2000. This year rather than upgrading my AccountEdge Pro I "downgraded" to AccountEdge Basic for a lower cost. After trying the demo I realized that I wasn't using ANY of the added features in the Pro version. The Basic version does all I need and then some without frivolous (to me) complexity. I like the App store install and not having to worry about activation, serial numbers, customer codes and such as the Pro version requires. I can use the same app and data on two computers without any problem. Re-installs after a hard drive failure when using the pro version required phone calls to support to sort out license/activation issues. That shouldn't be a problem with the App Store version. My business is a commercial photo studio. I use AccountEdge primarily for billing, tracking receivables, sales tax, and logging expenses. I don't understand the comments about inadequeate billing features. Half a dozen built in templates provide "default" solutions for a variety of business types. The resulting invoices range from extremely sparse and simple to highly detailed depending on what you want. Any of those can easily be customized to exactly what you want. Mine are personalized with business logo, and various contract terms.

Found helpful by 26 out of 26 people
Version 1.1
Review by reviewerssh

Not great for small businesses - Not good. Run away from this software and use something different. Very clunky to use and the online support and in-software forms do not work effectively. I unfortunately purchased this on now stuck with it.

Found helpful by 36 out of 44 people

More Reviews for Current Version

Version 1.1
Review by klb0281

Not great for Law Firms - This program did NOT meet the needs of our small business. It was confusing, and the lack of online tutorials, classes, or any kind of training makes it almost impossible for someone who does not know a lot about accounting to understand and use this program.Also, part of the reason it did not work for us is because they do not offer certain invoicing needs that law firms use often. It seems that it could be a great program for other businesses, but for legal work just isnt.

Found helpful by 17 out of 21 people