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 app has been updated by Apple to use the latest Apple signing certificate.

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.

Jim Dunny ,

Accountedge Mobile

This app is infuriating in the way it needs to be installed. The app doesn't give the user any way to bypass or correct installation problems. Although I have already created an Accountedge folder in DropBox on my iPhone, the mobile app on my iPad wants to create another folder. The setup gets stuck at this point and the setup remains undone. On my iPhone 5, the app is locked up on the Link Dropbox screen and the app just shows the spinning circle and not not respond to screen input.

I have been using Accountedge on my MacBook Pro for years without difficulty, but I am totally disapointed with the wierdness of this mobile app. If I could get it set up, I might be able to rate it higher.

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.

App Privacy

The developer, Acclivity, has not provided details about its privacy practices and handling of data to Apple.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.

Supports

  • Family Sharing

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

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