Your Account
How to Change the Subscription Owner in Custombooks™
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
Reactivating a Canceled Subscription Canceled accounts or subscriptions can be reactivated from the Subscriptions/Billing Portal, which is accessible from the Company Dashboard/Client Portal. Please note that only the subscription owner has access to ...
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: Submit a support request ticket. Chat with our support agents through the CustomBooks™ Home Page or the Help and Support Portal. Contact CustomBooks™ Support or your Partner Manager. Our team will ...
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 ...
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.
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
To manage your payment methods for CustomBooks™ subscriptions, follow these steps to either add a new payment method or change an existing one. How to Add a Payment Method Log in to the CustomBooks™ Portal/Dashboard. Go to the CustomBooks™ Billing ...
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 ...
Forgot Password
Forgot your password? On the CustomBooks™ login page, click the Forgot/Change Password? link then follow the instructions. Enter your email address, send the code to your email and verify, then create your new password. Your new password must include ...
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 ...