Settings
Admin Panel: Print Form Settings
Overview The Print Form Templates and Settings in the Admin Panel allows you to manage and customize the layouts used for printing your business documents (e.g., sales invoices, purchase orders, customer statements, etc.). With print form ...
Admin Panel: Inventory Settings
Overview The Inventory Settings in the CustomBooks™ Admin Panel allow you to configure how your stock is tracked, managed, and valued. This includes setting up multi-location warehousing, enabling manufacturing workflows (Assembly Builds), and ...
Admin Panel: Purchase Settings
Overview The Purchase Settings in the CustomBooks™ Admin Panel allow you to customize your purchasing workflows, enable advanced inventory tracking features like Landed Cost and Item Receipts, and map default General Ledger accounts to ensure ...
Admin Panel: Sales Settings
Overview The Sales Settings in the CustomBooks™ Admin Panel allow you to configure the workflow for your sales cycle, enable advanced features like dropshipping and consignment, and map default General Ledger accounts for sales transactions. How to ...
Admin Panel: General Settings
Overview The General Settings in the CustomBooks™ Admin Panel allows you to configure fundamental system behaviors, ranging from how your currency is handled to the precision of your financial data. How to Access General Settings To modify these core ...
Admin Panel: Security Settings
Overview Maintaining a secure and organized workspace is essential for any business. The Security Settings in the CustomBooks™ Admin Panel provide a centralized hub for managing who has access to your data and what level of permission they hold. The ...
Admin Panel: Bank Settings
Overview The Bank Settings page in CustomBooks™ allows you to configure default accounts, automate categorization, and manage how the system interacts with your downloaded or imported bank transactions. Correctly setting these options ensures ...
Admin Panel: Company Info
Overview The Company Info screen is where you establish the core identity of your business within CustomBooks™. This information is used throughout the system for reporting, tax forms, and official correspondence (such as invoices and purchase ...
Security Settings: Profiles and Permissions
Overview User Profiles and Permissions in CustomBooks™ control what each user can see and do within the system. Administrators can assign specific roles and permissions to users so that access to different modules and features is customized based on ...
Activating/Deactivating the Support User
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 ...
Customizing Print Forms Templates
Overview Print Form Templates in CustomBooks™ are pre‑designed layouts used to generate standardized printed documents such as invoices, receipts, sales orders, quotes, and other business forms. These templates ensure key information is presented in ...
Adding External Accountants as Users
Overview In CustomBooks™, you can grant access to an external accountant, CPA, bookkeeper, or accounting professional by creating a user account for them within your account. This allows your trusted advisor to log in and assist with bookkeeping, ...
Security Settings: Users
Overview In CustomBooks™, Users are individuals who have been granted access to your account. Each user can log in and work within the areas they are permitted to see and use. CustomBooks™ offers unlimited user access, meaning you can add as many ...
How do I change the email address of a user?
Updating User Email Address For audit and security reasons, CustomBooks™ does not allow the direct modification of a user’s email address once it has been saved. This policy ensures the integrity and traceability of all transactions and activities ...