Patriot Accounting

The software is easy to use, if you make a mistake, it's easy to fix or correct. I am able to add multiple bank accounts so I can track my transfers easily. The staff is very helpful whether I call in or as for help over the messaging platform they are always quick to answer my questions and email me the conversations so I can refer back if I need to.

The only real issue I had is it kicked my bank off once and I had to re-record everything. It worked out ok though. I just hope it never does that again.

We switched from QuickBooks and that process was fairly easy, along with great support from Patriot. That's the best part of the software - the people at Patriot. They are prompt, attentive, and seem genuinely interested in improving their product. A close second is the Payroll product. It is ridiculously easy to use and far less expensive the most other on-line payroll services.

It is not intuitive. For example, if you just want to look at your general checkbook ledger, you cannot just click on an icon. You have to go to reports and then find the one that says "account balances." There are a number of things that make sense after you do them (voiding or deleting a check is a multistep process), but it's frustrating trying to find them. One of the biggest head scratchers is that printing a three-part check only prints on two parts of the check. That seems like a pretty basic item to fix, but it's still only two-parts.

The system is super easy to use and understand and works as it should. Not buggy like some other big name accounting programs. Also if I need support I can honestly say the support team is is ready, willing and qualified to help and they will take the time needed to be sure my issue is handled. To the point that I am amazed at the time and care they take.

Every so often there is something I have trouble finding ( but support helps me!) part of that may be because I am not an accountant. But even those issues are rare and they are always adding nice features to make my job easier.

Started out on the package almost 5 years ago. It was pretty basic then, Patriot has added a steady stream of features to it each year. We don't use a lot of them however. I like the dashboard. If you are using the Payroll module, it's totally seamless integration. No frills accounting but that's ok because that's all I need.

Can't put a check number on a Quick Pay when you are running it. I use manual checks and there's not way to do that, except by putting the check number in the notes. If you are using printed check stock, that would not be an issue. Reporting is a little thin, but it gets the job done. The Financial statement is a little weird how it calculates owner's equity but my accountant reviewed the numbers and said it is correct. If you have accrued liabilities, They use "modified cash basis" which it also odd vs. Cash Basis. No Statement available to send out to customers.