• Logging in to more than one client at a time.

    Logging in to more than one account seems a bit cumbersome.    Is there an easier way to open more than one client at a time?

  • Ability to hide costs and margin

    We need the ability to hide costs and margins on the SalesPal functionality.

  • For Non-Profits the ability to send Donor Receipts at Year End with a Letter

    The ability to send a donor receipt would be awesome for non-profits!

  • Consolidated Financials

    Include an option for consolidated financials for holding companies.

  • Add Enter Bill on The Start Page under Purchases

    Add a link to Enter a new Bill on the Start Page, under the heading Purchases.

  • Allow merging of customers / vendors

    Please allow for the merging of customers / vendors in the case where there was one accidentally created, a sync error or an actual merger.

  • How about requiring a Default Shipping Address optional?

    Sometimes we are better off not having a Default Shipping and being forced to choose a Shipping address. It should be optional to set an address as Default Shipping. This is also becoming apparent when setting up the Taxes in Avalara which won't let you

  • Welcome to the CustomBooks Community!

    Welcome to the CustomBooks Community Forums! We love feedback and are creating this community so that you have a place to let us know how you feel, tell us what you need and hear about your success with our software. By sharing your feedback and experiences

  • Sticky Posts

  • Have an idea about what would make CustomBooks even more awesome? We want to hear it.

    We're here to make a product for you. Let us know what you need!

  • How does the idea exchange work?

    Please tell me how this feature works.

  • Welcome to the CustomBooks Community!

    Welcome to the CustomBooks Community Forums! We love feedback and are creating this community so that you have a place to let us know how you feel, tell us what you need and hear about your success with our software. By sharing your feedback and experiences