Screenshots

Description

AccountEdge Mobile v4.5 is a companion app for AccountEdge Mac or Windows desktop software and is not intended to act as a standalone app.

*Important Note: In order to take advantage of some of the latest features in AccountEdge Mobile you will need to use AccountEdge 2014 or later or AccountEdge Basic v2 and later with iOS 7 or later.

Record sales, process credit card payments, add activity slips, enter expenses and mileage, add or edit contacts and jobs, and sync it all with your desktop version of AccountEdge.

Record sales
Create quotes, orders and invoices, including items, services, activities, jobs, and taxes as necessary. Charge credit cards on the spot.

Enter expenses
Enter and track your business expenses as you spend money or make purchases.

Create activity slips
Bill for your time when working at a job site. Select an activity, enter hours or units, and include the associated job.

Mileage Slips
Create Mileage Slips for a vehicle or for an employee for reimbursement.

Access Contacts
View, add and edit your contacts.

Add and Edit Jobs
Create new and edit existing jobs while away from the office.

Sync with AccountEdge
Sync your iPhone, iPad or iPod Touch with your desktop version of AccountEdge for Windows or Mac (version 2014 or higher).

How is information shared between AccountEdge Mobile and AccountEdge?
AccountEdge Mobile syncs with AccountEdge 2014 (or higher) using Dropbox, a free and secure web-based file hosting service.

AccountEdge creates lists, including customers, vendors, items, activities, jobs and sales taxes. These lists are synced with AccountEdge Mobile for use in transactions.

Transactions are created in AccountEdge Mobile include quotes, orders, invoices, activity slips, spend money transactions and mileage slips. Transactions created on your iOS device are then sent back to your desktop version of AccountEdge.

What’s New

Version 4.6

This update uses a new method for connecting to and syncing with Dropbox. This update will be required for all users as the previous method to connect to Dropbox has been deprecated. AccountEdge Pro v2017 and later is required to sync with AccountEdge Mobile via Dropbox.

Version 4.6 also addresses some minor issues with iOS 11.

Ratings and Reviews

2.1 out of 5
8 Ratings

8 Ratings

Jethco1 ,

Needs Updating

I own a carpet cleaning company, so just about everyone I meet is a lead. The desktop version has two different categories for leads and customers to keep them separate (as they should be), but the iPhone app does not. There’s only “Customers”. It would be nice to be able to add someone to my “Leads” cards while I’m out and about.

It would also be nice if I could make phone calls directly from the app. Again, when I’m working out and about and I need call a customer it would be nice to be able to simply locate the customer’s card in the app, tap the phone number, and it makes the call. But the way it is now I have to open both the phone app and AccountEdge Mobile and switch between each one mentally copying the number from AccountEdge to the phone.

The differences between the desktop version and the app make the app feel like a completely different product, and quite inferior.

Shawnuhlyn ,

Doesn’t work

This app has never synced with my desktop account edge. And my desktop account edge is an even 64 bit which is with Mac is begin to require so I don’t even know if I’ll be able to use that soon. Account edge is the only accounting software I’ve ever used for my businesses but if they don’t get their act together and may have to look for better technology.

Harrrrrey ,

Garbage!

Mobile app doesn’t work well at all! The desktop version IS NOT 64 bit compatible so you can not upgrade to Catalina. We’re looking to dump everything and change accounting software. The other developers were able to make 64 bit comparable programs, but not this one... Unacceptable!!! Not worth giving 1 star but you can’t review with less.

Information

Seller
Acclivity LLC
Size
30.2 MB
Category
Business
Compatibility

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English, Catalan, Czech, Danish, Dutch, Finnish, French, German, Greek, Hebrew, Hungarian, Italian, Japanese, Korean, Norwegian Bokmål, Polish, Portuguese, Romanian, Russian, Simplified Chinese, Slovak, Spanish, Swedish, Traditional Chinese, Turkish

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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