Your Account
Subscription Owner Change
Overview In Custombooks™, the subscription owner holds the highest administrative authority within an account. They manages billing, account settings, and administrative responsibilities, so transferring ownership is essential when roles or team ...
Reactivating a Subscription
How do I reactivate a cancelled subscription? Here are the steps on how to reactivate a subscription. From your Portal, click your avatar in the upper right-hand corner and choose Account. This will take you to your Billing Portal. In the Billing ...
Pausing and Renewing Your CustomBooks™ Subscription
To pause or renew your CustomBooks™ subscription, please contact CustomBooks™ Support for assistance or submit a support request ticket. Our team will guide you through the process to ensure your account is managed according to your needs. Note: When ...
Cancelling Your CustomBooks™ Subscription
To cancel your CustomBooks™ subscription, please contact CustomBooks™ Support or submit a support request ticket. Our team will assist you with the cancellation process to ensure your account is properly closed. Note: When reaching out, be sure to ...
What is a "Tenant" Number in CustomBooks™?
A "Tenant" number in CustomBooks™ is a unique identifier for your company within the CustomBooks™ application. Sometimes referred to as your CustomBooks™ account number or company number, this 7-digit number begins with either 110 or 111. If you ...
Billing
Your Billing Day (Single Subscriptions) Your billing day is set to the day of the month when you first subscribed. If you'd like to change this day, please contact us at 888-328-8275 to request a different billing date. When you are Billed? (Multiple ...
Updating Test Company/Sandbox to Live Data
The Sandbox/Test Company With each paid account CustomBooks™ offer you a second account that can be used for testing, training or just checking out new features without having to worry about affecting your live account. This “Test Company” or ...
Adding and Managing CustomBooks™ Accounts
Managing your account in CustomBooks™ is straightforward and user-friendly. Whether you're adding a new company, inviting clients, changing your subscription plan, or updating your billing information, the CustomBooks™ Portal provides easy access to ...
Will I have access to my account after cancellation?
Account Access after Cancellation Your account will be available to users that had an account when it was canceled in View Only mode. Transactions may not be added but reports and data will be available.
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 ...
If I add CustomBooks™ Help and Support as a user in my account when I need assistance, will this count against my available user count?
No. The available concurrent user count for your plan is not affected at all if the CustomBooks™ Help and Support user is added. The free Accountant account also does not affect your available concurrent user accounts. Enabling Help and Support user ...
Subscribing to CustomBooks™ After Your Trial Period Ends
Subscribing to CustomBooks™ Once the trial period is over, you can subscribe to CustomBooks™ using the 'Pay Now' button located on the Dashboard that displays once you login. To subscribe: In the Client/Company List, locate the company you're ...
How to Update Payment Methods for CustomBooks™ Subscriptions
If you need to update the credit card use to pay for your CustomBooks™ account, follow these steps: Log in to CustomBooks™ Portal/Dashboard. Find the account you'd like to update in the Client/Company List. On the far right, click the 'Update Credit ...
What limitations are there on the Free Trial?
The free trial is a fully functioning version of the software and does not have any limitations. The trial lasts for 30 days and after this time, no additional transactions will be able to be saved until you choose a plan and subscribe. None of the ...
Having trouble logging In?
Forgot your password? On the login page, click the Forgot/Change Password link and enter your email address to receive an email with instructions on how to reset your password. You must use the same email address that you used when your CustomBooks™ ...
Can I try your software out before I buy?
Of course! You wouldn't buy a car before you test drove it would you? CustomBooks™ offers a fully functional free trial (Playground) for potential new customers. The Playground comes with support and when you decided to subscribe to CustomBooks™, our ...