Overview
Document Emailing: Smart Email & CC Management
Emailing documents is made easier in CustomBooks™. This guide will walk you through using our Smart Email & CC Management features to effectively organize your recipients, prevent data leaks, and simplify client communication. Sending the right ...
Admin Panel: Accounting Settings
Overview The Accounting Settings page in the CustomBooks™ Admin Panel is the central hub for defining how your system handles financial data. Here, you can establish your core accounting method, define reporting parameters, map default system actions ...
Statement of Cash Flows Report
A Statement of Cash Flows Report (also called a Cash Flow Statement) is a financial report that tracks the actual cash flowing into (inflows) and out of (outflows) a company over a specific period. It is one of the three main financial statements, ...
General Ledger Report
A General Ledger Report is a comprehensive summary of all financial transactions posted to every account (like cash, sales, inventory, etc.) within a specific date range. By default, the General Ledger Report displays the transaction number, Company ...
CustomBooks™ Professional Services
CustomBooks™ Professional Services As CustomBooks™ has grown, we are offering more tailored and advanced support and training options. Starting on October 1, 2025 we are rolling out Professional Services for our Support and Training Tiers. The Free ...
Emailing Documents with Attachments
Emailing Documents with Attachments Currently, there is no way to attach files directly through the default document emailing screen (the "Email" button) in CustomBooks™. As a workaround, you can send the email from the Print Preview screen, which ...
Batch Reclass Tool
The Batch Reclass Tool in CustomBooks™ allows users to efficiently reclassify multiple transactions at once, updating account categories, company (customer/vendor), class, and project. This tool is particularly useful for correcting misclassified ...
CustomBooks™ Free Trial Playground
Playground Welcome to the CustomBooks™ Free Trial Playground—your opportunity to explore our comprehensive cloud accounting software with robust inventory management controls with zero commitment. Our fully functional free trial accounts are designed ...
Navigation Changes!
We will be introducing some navigational changes in CustomBooks™ that we hope will make your life easier. The main menu items have remained the same, but what's underneath has changed. Each of the module menu items contains up to five sections: ...
Understanding CustomBooks™ System Maintenance and Outages: What's up with all the system maintenance?
Q: Why is the system down a couple of times each week? A: When we want to provide new features or a bug fix to you, we have to briefly take the system down to install the new code that runs the features. This is similar to when you install a new ...
How to sign up for a course at CustomBooks™ Academy
1. Go to Custombooks™ Academy page. 2. Sign in or Sign up using the links in the header. Your ID / password here is different than the one you use to sign in to the application. 3. Find the class you want and click the class name. Live classes are ...
Password Help
Creating or Resetting your Password After signing up for CustomBooks™, you'll receive a welcome email with a link to create your password. If you can't find this email, follow the steps under Password Help below. If the issue persists, please contact ...
CustomBooks™ Help and Support
Help and Support When you encounter issues, have questions, or need assistance, reaching out to CustomBooks™ customer support is essential. Whether you’re dealing with a technical issue, seeking clarification, or simply want to optimize your ...
Lists
Overview Lists in CustomBooks™ are essential components used to organize and manage key data within your system. They serve as centralized records for important information such as customers, vendors, items, the chart of accounts, and other ...
Overview - System Requirements and Recommended Browsers
The following are the minimum system requirements for using CustomBooks™. See our recommended system configurations at the bottom of the page. Minimum System Requirements A computer or tablet with one of these operating systems: Microsoft Windows XP, ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
Accounting Module
Accounting This is the heart of it all. CustomBooks™ is a complete double-entry Cloud Accounting system. It comes fully complete with a General Ledger, Journal Entries and a customizable Chart of Accounts that is hierarchical. CustomBooks™ Accounting ...
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...