Patriot Accounting Reviews - Page 2

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.

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.

How much time do you have? I've used all of the major competitors in the field at some time or another. Patriot shares our values and beliefs, as evidenced in every interaction with them. The value for what they provide is unparalleled...not even close. Patriot has been completely transparent and there are no hidden fees or mysteries in function or cost. Patriot Software delivers what they promise and is always great to work with by phone or video conference. We feel like we are valued by them, and that is a plus for a small but growing business.

My only suggestion is, as always, integrations. I know "that other company" has been around a long time and exercises leverage on the industry. Patriot provides value and performs in a trustworthy and honest manner - we can wait for the integrations and grow with them.

Everything I need is there all the way through payroll.

Poor User Interface and function design. Example 1: Should be able to get a list of unpaid invoices with one click. Right now, it requires me to input a date range. Date range should be an option, not a requirement. Small thing that adds up over time. I look at lists like that one everytime I log on. Ex 2: Invoices require per hour or per unit. I do not wish to communicate projects to my clients in this way. Would like to freely input amounts per my description to my clients. Ex 3: I've had lots of trouble with imported transactions. You must add a memo field per transaction! Not sure what else to recommend specifically. Hopeful you will continue to evaluate and redesign how that is done.

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

Patriot Software Accounting offers all of the reporting we need for daily and monthly tasks. It is very clear how the charts of accounts integrate into the structure of our company.

It would make a lot more tactile sense to make the daily accounting work from a register type of interface. Using a General Ledger, then notating credits and debit columns, is a slower and less intuitive way to perform transactions than a single entry, customizable register would be. A register-based interface option would provide a far greater sense of user control and confidence.

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

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.

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.

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.

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

Expand the program to allow project based billing and invoicing.

This software has been helping our company do great with our accounting tasks. The entire accounting team loves how easily and efficiently it helps to get the work done.

So far, we are happy with it in general.

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

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

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.

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.

Pricing is excellent and I've heard good things about the software, so I thought I would try it.

I had started a small marketing company after selling my property management company. I had always used Quickbooks with my prior company and was totally happy with it. After 6 months with my new company, the cost for Quickbooks Online kept increasing. I turned to Patriot Software as a possible alternative. Unfortunately, it did not work out. I'm not an accounting person, but I never had a problem...

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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.

The automatic downloads of my bank transactions and the functionality of that whole feature is great!So far it seems very easy to do payroll

I wish the general ledger had a feature to make the most recent transaction show up at the top automatically. I always have to click the arrow to switch the view...a very little thing, but I'd love it if there was a setting to choose that view.

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.

Easy to use, functionality that fits my needs.

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