Patriot Accounting Reviews

I was really not impressed with anything about the program

I do not like how the payroll software interacts with the banking reconciliation. It took me forever to align the checks for printing, finally figured out that the payroll checks aligned differently than the accounting checks

They pick up the line when calling in to Customer Support.

Accessing the training videos is a hassle on top of a hassle. It was not a simplified process. [sensitive content hidden] explained that you need to select "Help Info" at the top of your screen, then type in whatever it is you are searching for. When initially performing a specific search under "Help Info", this would bring up articles rather than training videos. In this regard, the site is not user...

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This is a very robust accounting solution.

I wish I had paid more attention in college accounting. Unfortunately, ease of use is not a primary strength.

Thanks for your review Bob. We appreciate your candor, and would like to help you understand your accounting software better. We're confident that if you call our support team, we will be able to show you the best way to reconcile your account with your bank statement and give you tips on how to use the software efficiently.

Ease of set up, ease of use, and when customer service is needed, they are always easy to understand and have been amazing.

The problem with the emailing an invoice only from a Google browser. That is a minor inconvenience, but really the only inconvenience I have found so far with the software.

In switching from another accounting software program to Patriot Software, naturally there was a learning curve involved to get familiar with Patriot. Several calls to customer service were answered or returned right away, and the staff was always helpful, patient, and totally professional. My only regret is that I did not make the switch to Patriot Software even sooner, just for the outstanding customer service.

At first the "extra step" of printing checks - downloading the form as a pdf file - was a little hard to get used to. But now that I understand the process better, and can see that this could be an important security feature, it's not really an issue.

Super easy format to navigate and understand. I had no issues with my customers when I switched softwares. The price is amazing compared to what I was using. My monthly subscription price was consistently going up. I live the fixed pricing.

I have Zero cons with Patriot Software so far.

Once the software was figured out it was easy to maneuver around the program and get where you want to be. Very user friendly and a great value.

Sometimes the plaid link to the bank accounts can glitch and then you have to re link it.

Easily keeps track of accts payables, payroll liabilities, and all other expense accounts.

I am not an accountant or even a bookkeeper, but I fill these rolls in my business. It appears a few IRS forms are not available and I would like a feature to keep track of self employment tax and estimated tax payments that may be due to help me better meet my tax responsibilities.

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. Can have multiple tax rates. Haven't lost a invoice yet. Fair price. Attachments with the invoice is great, some customers demand photos of the job now.

I would love a little more customization of the invoice. Picking a future day and time for mailing invoices, like tomorrow at 8 a.m. not at 11 p.m. when I created it. Would like to be able to set a date range for the invoice section, I like to work a week at a time and having to set it every time I go to view invoices is a little annoying (I can live with it but you asked).

Easy to use ... especially for non accounts like me.

Sometimes imputing transaction dates get clunky because the calendar gets in the way. I would be nice when imputing multiple vendor payments if the check number would default to the next number.

Can send our customers estimates and invoices directly from the software. Customers can pay directly also, or we can select not to pay by CC if desired. All of our accounting needs in one software makes it easier for our accountants.

We use a lot of symbols when creating estimates and invoices. Symbols such as inches, feet, dashes. The software cannot read them correctly, and then weird symbols get put in their place, thus making us have to redo and alter how we would like to have our estimates/invoices read. Also, we sometimes need to put a long description for our product, and in some areas the character amounts are limited and all of it will not fit. Another thing is, when an estimate is "Accepted" by our customer, thus then being converted to an invoice, the project notes do not transfer over to the invoice, as the content of the estimate does.

Customer service is everything to me. When I have a question, I need to know there is someone to help me. I am also excited about donating to conservative causes.

Learning a new software is never a great experience. The problem with new accounting software is that you can make a mistake that will live with you forever. Patriot Software understood my concerns and worked with me every step of the way. My current accounting may not be perfect, but it is the best representation of my business I could do with all the assistance I received.

The cost to benefit ratio is huge. It is so much easier and cheaper than quickbooks, with much better support.

It would be nice to be able to record payroll to separate accounts. For instance If I wanted my management team payroll to come out of one account and my hourly payroll out of another.

I really love the Invoicing feature. It is so easy to use. Once you get everything set up in the startup. you never have to worry again.

For our small company I haven't found anything wrong with this software. I didn't have to integrate from another software.

Patriot's website was well designed and easy to navigate. It has a stylized but modern look, which I enjoyed. Menus and actions were easy to find, and the price was great. For my small service business I just needed invoices and transaction tracking, and Patriot provides those at a low price, with upgrades if needed.

Since I'm not an accountant, I don't understand double-entry accounting. When it came time to enter transactions, I got lost in the journal and debit/credit entries. I was really excited to use Patriot instead of the spendy Quickbooks, but the double-entry accounting method was a giant roadblock for me that I couldn't get around.

Thanks for your kind words Jesse. Debits and credits can be confusing. Did you know that we have an "easy" toggle so instead of using debits and credits, you can decrease and increase the amounts for each account. For instance, decrease your checking and increase your expense account. Hope you give it a try! And, we are always available for help, so if you'd like to see a demo of it, please contact us!

Ease of getting into program Ease of. getting help Great to work with when calling in

When trying to get to certain options on the side to use, hard to maneuver to where you want to go

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

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

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.

Thanks Brittany! We love when our customers realize the benefit of having both accounting and payroll software under one login! We appreciate you sharing your experience!

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.

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.

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.

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.