Patriot Accounting Reviews

Automated daily import of income and expenditure

None yet. I can’t seem to find a fault yet.

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.

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 with Quickbooks. With Patriot Software, the setup was extremely confusing and difficult. I called support and set up a phone call with an advisor. I was hoping that I could schedule a session or two with a support person to help me set up. Patriot however does not work that way. While they would have someone work with me to setup my company with the software, it would cost $800. I'm sorry Patriot, but that is way to much money for a small business just starting out. I asked if there were videos that could assist me. They said yes, but they are very very limited in number and topic. Additionally, there is very little written information to give direction and to answer questions. Neither does Patriot have a process within their software that takes you step by step in setting various items up. At the end of the day, while the pricing was excellent and exactly what I was looking for, if you can't use the product it is of no value.

I like how streamlined it is and well formatted for non accounting professionals. It's very easy for me to use and most importantly, I don't screw stuff up. Takes care of all the double-entry journaling for me as I enter transactions.

My biggest gripe would be the lack of support for 3rd party payment processors that are 2A friendly. There's only a few out there and the partnership that Patriot Software provides isn't one of them.

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.

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.

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.

It is well worth it the switch from QB! It's very affordable and stable. Patriot Accounting has all the features I need and features my CPA uses for me. I'm so much happier with my bookkeeping since switching.

It's a few more steps, but that's fine. It is similar to what QB was like before they went online.

Ease of use and ability to get assistance

None, everything was easy to set up and use

I changed to Patriot from QB and greatly appreciate the simple yet functional design of the Patriot system. I needed something that could function through primarily JE's initially, and I will add Payroll once the company gets further along.

I haven't run into any limitations yet, no complaints at all

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

Being an inexperienced bookkeeper, this is the most user friendly software for me.

The ease of correcting items not entered or fixing past errors.

Its ease of using and its inexpensive and i like the efficiency of the customer service.

merging the bank account with the program