The Dashboard
CustomBooks™ Email Logs
In the CustomBooks™ Portal/Dashboard, you can easily monitor the status of all emails sent from your CustomBooks™ account by accessing the Email Logs. This feature helps you track the delivery and processing of emails to ensure smooth communication ...
Multi-Factor Authentication
Breaches, hacks and other attacks in the news are increasing in numbers - Cyber-crime is a reality that we hear about daily. CustomBooks™ has implemented an optional multi-factor authentication protocol that gives your account additional safeguards ...
Enable Pop-up Windows
Recommended Browsers Enabling browser pop-up windows is essential for accessing your CustomBooks™ account. When you log in and open a client or company account, the application opens in a new tab. If pop-ups are disabled, the account won't open, ...
I clicked 'Pay Now' and made my payment, but the button is still showing. Did my payment go through?
Not to worry! After making your payment, please refresh the client/company list or LOGOUT of the CustomBooks™ Portal/Dashboard and log back in to see the updated payment status.
The CustomBooks™ Portal
Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
When I click my Company in the Dashboard, nothing happens
The company will open in a new window and if you have pop-up windows blocked, it will prevent the window from opening. Click here to view instructions on how to enable pop-ups on the dashboard.