Getting Started Steps
Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import
Migrating your data to CustomBooks™ can be done seamlessly with the help of the Migration Assistance team or by using the built-in Data Import Wizard. Here’s an overview of both methods: Migration Assistance/Conversion CustomBooks™ offers expert ...
Getting Started - Setup Wizard
CustomBooks™ Setup Wizard: Quick and Efficient Account Onboarding The CustomBooks™ Setup Wizard is a tool designed to simplify the process of onboarding new accounts. From company information, enabling features, setting up the chart of accounts, and ...
Instructions for First-Time login after Login Page update
Instructions for First-Time login after Login Page update We’ve introduced a new login page with exciting new features – log in automatically with your LinkedIn or Google account, a new Account Dashboard for those of you with multiple CustomBooks™ ...
First Steps in CustomBooks™
Welcome to CustomBooks™! Follow our Quick Start Guide, and we'll have you up and running in no time. Here's how to get started: Step 1: Getting Started - Setup Wizard. Begin by completing the Setup Wizard within CustomBooks™. This will guide you ...
Settings Features
(Quick Menu → Settings) System wide feature settings: General Setting Set your company’s Default Currency if not USD. You may need to add the currency. If desired, enable Multi-Currency Note: once this feature is enabled it cannot be disabled! Use ...
Getting Started - Cloud Banking: Connecting your bank accounts
Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...
Importing and Exporting Chart of Accounts in CustomBooks™
Importing Chart of Accounts You can import accounts to the Chart of Accounts (CoA) in CustomBooks™ in two ways: From the Company/Client List. From a file using the Data Import Wizard. Importing from the Company/Client List If you have another company ...
Getting Started Steps
CustomBooks™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, reporting, project and time tracking, and a full E-commerce solution into one cloud-driven platform. Cool! Power in the ...
Getting Started - Setup Items (Products and Services)
In CustomBooks™, managing your inventory and services efficiently is crucial for smooth business operations. CustomBooks™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of items and ...
Importing Items
Importing Items When setting up either product or service based companies, creating items in inventory allow you to put them on Sales and Purchases Orders, Sales Invoices and Bills, and Time-tracking records. Wait! Time-tracking records? Why would ...
Getting Started - Settings
CustomBooks™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user profiles, ...
Chart of Accounts Overview
Chart of Accounts The Chart of Accounts is a listing of all the accounts in the general ledger, each account accompanied by a reference number. To set up a chart of accounts, one first needs to define the various accounts to be used by the business. ...
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 ...
Getting Started - Setup Companies (Customers & Vendors)
Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
Understanding Legends and Icons in CustomBooks™
Legend and Icons of CustomBooks™ The following are icons that appear throughout the application. BACK and FORWARD BUTTON - Navigate backwards and forwards in the history of your session. HOME BUTTON - Directs to the CustomBooks™ Home Page. HISTORY ...
Getting Started - General Navigation
CustomBooks™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features: 1. Main Menu/Navigation Menu The Main Menu/Navigation, located on the left side of the screen, displays all ...
CustomBooks™ Getting Started Resources
Welcome to CustomBooks™! To ensure a smooth and efficient start, we've curated a variety of resources to help you navigate and maximize the platform's features. Whether you prefer personalized assistance or self-paced learning, we’ve got you covered. ...
Getting Started - Setup Lists and Document Auto-Numbering
Overview The Auto-Numbering feature in CustomBooks™ allows users to customize the numbering scheme for lists and documents, providing flexibility in organizing and tracking entries and documents. This ensures that each new object or document receives ...
Importing Customer, Vendor and Inventory Item Data
Importing Customer, Vendor and Inventory Item Data Leave the importing to us! We will import your Customers and Vendors from your old accounting package, free of charge. Here’s what you need to know and what you need to do to make this happen. Your ...