Features
Why did my Retained Earnings balance change?
Your retained earnings account will automatically reflect the annual profit or loss at the end of each fiscal year. This amount rolls into the designated retained earnings account without a posting document, so if you run a General Ledger report you ...
2024 Price Increase FAQ
Note: This article applies to users who have subscriptions created before 2018. If your subscription was created after this date. this article will not apply to you. Why is the pricing being adjusted? As we enhance our software's capabilities, ...
Deleting Documents
Removing, deleting and voiding documents - what you need to know. Certain documents in CustomBooks™ may be deleted if they were created by mistake or are not needed. Please read the following guidelines and rules for removing documents. Documents may ...
Q: Can you print out the custom fields that can be created for documents?
Q: Can you print out the custom fields that can be created for documents? A: No, currently this cannot be done. This will be included in as a feature in an upcoming release.
Can I use a barcode scanner with CustomBooks™?
Yes! CustomBooks™ supports the use of barcode scanners to help improve efficiency in inventory and transaction workflows. Barcode scanners can be used to quickly enter item data into various transactions, reducing manual entry and errors. Barcode ...
Can I use CustomBooks™ for multiple companies?
Overview Yes. CustomBooks™ allows you to manage multiple companies using a single login. Each company is kept completely separate, but users assigned to more than one company can easily switch between them without needing separate credentials. How ...