Get Help

• Popular Articles

• Setting Up Your Chart of Accounts: Sample, Default, and Custom Options

  Sample Chart of Accounts The Chart of Accounts is a fundamental part of your accounting setup in CustomBooks™. Below is a sample Chart of Accounts that provides a basic structure you can use as a reference or starting point. This sample includes ...

• I accidentally charged the wrong card in Stripe! What do I do?

  When you click Charge with Stripe, the card that is stored in the customer record is the card that is charged. In the case where there are multiple credit cards that may need to be charged per customer, it is necessary to delete the stored stripe ...

• AccountingSuite™ Release Updates, German Shepherd 9

  AccountingSuite™ Release Updates, German Shepherd 9 Improved Menus and Documents Footers! All AccountingSuite™ Menus are redesigned and organized for better work flows, and are Edition based with clear and focused UX/UI! Side Menu with key/all user ...

• Bill Payments in CustomBooks™

  A Bill Payment document records the payment of outstanding vendor bills. It tracks the payment amount, method, and associated bills, ensuring accurate accounts payable and cash flow management. Bill Payments can be made using various methods, such as ...

• Activating/Deactivating the Support User

  CustomBooks™ is equipped to provide strong support, ensuring smooth operations and quick resolution of any issues. Occasionally, our Help and Support team may need to log in to your account, with your permission, to assist in resolving problems. ...