Patriot Accounting reviews

this is a great product for someone that is either new to the accounting business, there is a "how to" video in every part of the software.

there is not much to say about this topic, however some older generation would appreciate a desktop version

This product is characterized by accurate work in accounting and financial management and its reports.

A good product at work consists of several working tools.

Its very user friendly and helps with paying employee tax. We dony have employees at the moment but they still submit the paperwork and I dont have to think about it.

I really with they would calculate quartlerly taxes and submit them. Quickbooks even though I am not a fan of them they had that option and it was so easy. I would pay more just for this feature.

There is no guessing. The portal will ask pointed questions to properly distribute costs and income appropriately.

Compared to what we had from other online service (QuickBooks) they ask a ton of questions, not only for current, but from previous entries. It was certainly an adjustment, although the results should be much better for all affected parties.

Easy to Setup and Management. Critical Part of us receiving a PPP Loan.

Expand the program to allow project based billing and invoicing.

Easy to get up and running. Inexpensive to run, bookkeeping assistance available for a nominal fee.

Doesn’t accept payments. Had to set up elsewhere. Would be a great advantage if all in one software package.

The best part about this software was the ease of setup. It's very easy to enter customers, receive payments, and keep track of expenses.

As someone who is new to accounting software, I did have to call customer service for some setup questions with adding in categories to track expenses.

SET UP WAS EASY, DOWNHILL AFTER THAT.
PERHAPS IT IS ACTUALLY EASIER THAN I AM EXPECTING, AND NOT GIVING IT A CHANCE.

PERHAPS I DID NOT SETUP CORRECTLY, BUT IT SEEMS LIKE ANY TRANSACTION I DO IS LIKE PERFORMING JOURNAL ENTRIES ONLY, I AM USED TO QUICKBOOKS, VERY EASY AND INTUITIVE, PATRIOT NOT SO MUCH,
EXAMPLE IS ADDING ACCOUNTS ON THE FLY IN THE MIDDLE OF TRANSACTIONS, INSTEAD OF CANCELLING TRANSACTION, AND CREATING THE ACCOUNT, THEN START OVER WITH THE TRANSACTION

The features that are most impactful was the accounting and storing receipts and documents.

Invoice layout needs work, and some updates took away features that were useful.

Month end closes take less than an hour, everything is very user friendly and I have the ability to export or create every report I need. Specifically, having the ability to export my monthly GL to compare month to month, qtr to qtr, is incredibly helpful and saves me a ton of time.

I don't have anything that I don't care for.

It has all the features of a double entry accounting system
Connects with banks
Great price point
Pricing based on actual expenses per month
Easily shared with accountants/bookkeepers

Reconciliations are not totally automated
Customization can be tricky
Must understand double entry accounting - not based solely on checkbooks.

The software is very user friendly, however, I still need instruction as to ALL of the functions that I ought to be utilizing, and currently do not.

I have NO cons about the software because I don't know what I don't know right now. I wish there was someone to guide me through the programs - specifically tailored to my particular application (for contracting).

I love how easy it is to set up the software. Payroll functions are general and easy to use as well.

I don't like how I can not fully customize reports, it only goes back 3 months for some payroll and vendor functions. Also the invoice feature is not good, the invoices look bad and are not very customizable.

much easier to understand over the other guys. layout and simplicity help drastically

we keep learning things we're doing wrong and didn't know it. not sure how to solve the problem besides be better at accounting. but we find ourselves doing things one way for months and then find a problem with it. that's on our team but some help before the problem is to big would be best.

Easy to use, functionality that fits my needs.

Still don't have a mobile app, no big deal.

PS easily helps me to accomplish producing my Payroll and tracking the financial history of my employees.
I greatly appreciate that there is always a person to talk with within five minutes of when I called. There is no substitute for that. They are knowledgeable, friendly and always helpful.

Since I am somebody coming not coming from a financial background at all it would’ve been helpful to give me a list of what I needed to do when I first signed up that would walk me through how to accomplish my goals, instead, I had to put the pieces of the puzzle together myself. It all did turn out fine but it was stressful for me.

Also, there is no one report that will show me on a daily or weekly or even monthly Basis just on a single line what each of my employees brings in, gross income.

I’ve not been able to get assistance figuring out how to do that so I have to do it on a separate ledger myself.

Patriot Accounting is the best tool I've used for tracking 1099 subcontractor payments throughout the year and producing the necessary end of year forms for tax filings.

I only use the quick pay features and reporting in the accounting software