Patriot Accounting Reviews - Page 3

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!

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).

Super intuitive functions, great customer support

When I had an issue that customer service couldn't immediately resolve they took weeks kicking the can down the rd and ultimately never got my issue resolved before I gave up and switch softwears

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.

easy to install and begin using, more affordable options

check printing requires too many steps, customizing invoices not available, an easier to view check ledger would be nice

Thanks for your review Doug. Our Accounting Premium offers customizable invoices. If you want to try it out, you can for free in your software account for 30 days! Also, we recently added a new check register report. Please check it out and let us know if it meets your needs. Our product team is always listening!

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.

Ability to work from Home, Office, or anywhere else is a huge plus.

The Date field is the only thing that I deal with every day. It should default to the current day.

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

Automatic features (i.e. transaction rules), clean design, free of clutter! Also, LOVE Patriot's customer service! <3

I was emailing Patriot support about this - but we would really appreciate the ability to send invoices to customers and charge their credit card (instead of having the customer fill it out). We have customers that we charge every month and would love to be able to do that through Patriot, we're currently using mHelpDesk

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).

User friendly options and customer service

There really wasn’t much that I’ve come across that I did not like

Intergration is a quick process with great customer support.

I had to use the help desk for sick/vacation/PTO. Most parts of Patriot Software are intuitive, and you can explore till you find them, except a PTO adjustment.

The way Patriot Accounting enables me to automate all accounting at ease is the best aspect ever on my user end.

I hardly come across hindrances when using Patriot Accounting, and I use it on a daily basis at workstation.

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

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

The recurring billing is a huge plus of this software where so many other online accounting programs fall short.

It’s very difficult to correct things in this software. It has way too many limitations and some are totally not logical- like only allowing numbers in reference field and when searching for things, the constant need to date change rather than allowing date ranges to remain as you search for past entries, etc.

Simple if you do not need detailed invoicing.

Navigating is horrible if you need to go back and forth between modules or would like to "continue to browse" in a module. It always wants to restart.

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.

Easy to use, easy invoicing, easy payment tracking

Can't create prepayments and debit against them.

Customer service is top notch. When ever I have a question, it is answered either by chat, phone call or searching through the system. Very user friendly.

I don't like the preset invoice number when creating an invoice. I would like that to be blank. I have my own invoice number to enter, so I need to delete the preset before entering my own.

The opportunity to run payroll with checks and direct deposit.

The volatility to click the "Payroll" tab and starting payroll when trying to view past payrolls.

User friendly and easy to add employees and vendors

Cannot print checks in vendors using 2 different accounts. Would like to be able to control what reports and icons to select as shortcuts in payroll and accounting

I utilize the software to manage payroll, tax reporting, and other accounting functions.

nothing, it is easy to use and meets my companies needs.