Avaliações do Patriot Accounting

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

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.

Recording payments is very easy tho at times I forget to hit the save button. Also the payroll is very easy and smooth to use.

Cant partial pay a invoice (like sending a deposit) very annoying. The whole invoice part is very clunky not smooth at all. Same with seeing Bills from vendors. Also on invoicing It would be nice to be able to have spaces in the reference (we use addresses and codes). It helps our customers see what address we billed for. I wish you could also on the invoice have the comments above the billing portion. Overall a little bit of letting us change the format of some of the built in forms would be nice

This software is easy to set up and even easier to use. I work for a small firm with only a couple of employees. Our payroll needs are fairly simple and Patriot is intuitive and has robust information available when needed.

There is nothing I dislike about Patriot. I guess it would be nice if there was a mobile app that allowed me to run payroll remotely from my desktop.

PATRIOT SOFTWARE MAKES IT EASY TO PAY EMPLOYEES, KEEP UP WITH INVOICES, AND PAY OUR VENDORS IN A TIMELY MANNER.

SOMETIMES IF A CHECK IS ISSUED IN ERROR, IT WILL NOT ALLOW YOU TO DELETE THAT PAYMENT, ONLY VOID IT.

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

Expand the program to allow project based billing and invoicing.

Ease of use, logic rules. It matches my small business needs.

Create a file where I can pull pre written messages for quotes and alike from

Easy to navigate once you've experienced it for a short time. Includes all important aspects and functions any small business would require.

Had a little trouble with integrating beginning balances for certain accounts and could have used a little more explanation. We still use Quickbooks for our customer information and estimates, as it didn't integrate or download as needed from QB into Patriot.

mostly use it for Billing and payroll, I love the feature that I can now pay subs through the Payroll tool

adding new accounts is not logical and I have had trouble adding balance sheet account groups

Easy to input data and make journal entries

At first it was a little challenging to find/create financial reports but once you get used to it it works well.

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.

We wanted something that we could tailor to our own needs and that we could more seamlessly transition, from how we previously operated our accounting. We wanted something that was not overly complex to adapt to but that was also able to execute our accounting needs. It's challenging to find programs to best suit the flow of your daily tasks and that can also be flexible with function. Patriot fit all those needs.

Over the years of using this program, we have asked for many changes (with varying degrees of importance) and I cannot think of one that has not been fulfilled by the Patriot team. I'm not sure how they do it, but they seem dedicated to providing customer needs and to help ease workflow however they are able. They are regularly working to improve their software and needs of customers.

Patriot Software is easy to set up and easy to use. Everything is spelled out on the screen. There are very minimal clicks to accomplish basic payroll tasks. Patriot is also VERY up-to-date on tax law changes and communicating to users. Support is knowledgeable and hold times are very reasonable.

Ability to schedule different employees into different pay schedules. Lack of job costing. Lack of ability to pay an employee who works in multiple cities in same week.

This software as I mentioned in the title it is extremely user-friendly for even non-finance people and also those who are new to accounting and SME business. I have been using it and most of the time I could manage by myself without getting information from my data entry assistant due to their well-organized features. Moreover, if I do need to get any assistance from their customer support team, always address immediately to my queries without any delay. It was great since we were busy clients and fulfill our requirements with full satisfaction.

At last, but not least their prices are more affordable as much as lower and value for paid money.

I just experienced a few problems at the beginning with setting up the system, But there are plenty of video tutorials available for troubleshooting that are very useful and the customer service is very effective and readily available to address our queries then and there to resolve

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.

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.

Pay roll tax filing eases worries and makes business functionality easier The availability of having a support staff to call with questions is amazing.

Adjusting the bank totals to match the starting values. When printing checks you are unable to add things in the memo line.

Everything in one place and I had no idea what I was doing. Patriot made it easy.

I wish the reporting feature had more export to excel functions for filing my commercial liability, NC101 ESC form and employee wages for Child support reports as well as other government support employees need info supplied by employers. When I run a report for a customer it would be nice to be able to save that or export. I would love to customize and save the customization of emails mailed within Patriot invoicing.

Patriot is extremely user friendly for someone who is new to accounting and small business. I've been mostly able to figure it all out by myself, and when I do need help their customer support team is awesome. I love their feature to pay taxes for is and it is well worth the price so I dont have to worry about it.

One thing that I dislike about this software specifically for a painting business is that if I have an employee working interior and exterior hours within the same pay period , there's no way (that I'm aware of) to use a multitude of L&I codes for different hours when I run payroll.

This software is very easy to use. It allows to track customer invoices, pay bills, print forms and pay vendors. It also integrates with other Patriot products, such as Patriot payroll. One of the awesome features allows users to create default prices for products and services and specify the sales tax rate. In addition there is also a view of unpaid invoices and record payments from customers. In the report section users can track account balances, view balance sheets, profit and loss statements, vendor payments and more. This system is available in the form of application as well which is great, you can access your data from anywhere anytime.

I experience some problems at the beginning with setting up the system, however, there are videos available for trouble shooting that are very useful and the customer service is very effective and responsive.

Easy to use, functionality that fits my needs.

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

I liked that I could categorize different items and link to both credit cards and bank accounts

I did not like that I could not bulk-categorize transactions, even when they were identical like a recurring charge. I also would like to be able to manage multiple businesses from the same account.

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.

The thing I liked the most about Patriot Software was that it was easy to implement and learn how to use. I looked at other software for payroll and accounting but it seemed to have a lot of features I didn't need and it made the learning process confusing for those programs.

At first it was hard to link my credit union for the accounting portion but eventually I was able to do it. One other issue I was having was when I created an estimate there was no way to go back and edit it once it was created; you had to delete it and start a new estimate.