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CustomBooks
A community created for you to express ideas, discuss best practices with other users and connect with other CustomBooks™ users
Recent Topics
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 youWelcome 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