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Warehouse Transfers
Warehouse Transfers The warehouse transfers feature allows inventory users to record the transfer of an item from one location to another (multi-location must be enabled to use warehouse transfers). Viewing Warehouse Transfers To view a list of ...
Bank Deposits
Bank Deposits When you receive cash and checks for payment, these eventually will need to be deposited at the bank, usually grouped with other payments. When the group of checks and cash is taken to the bank, a Deposit is recorded CustomBooks™. When ...
Bank Import Wizard
CustomBooks™ Cloud Banking includes a feature to manually import bank transactions to ensure accuracy, completeness in financial records, and accommodate users whose banks may not support integration. This flexibility helps users maintain up-to-date ...
Getting Started - Connecting your bank accounts to Cloud Banking
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 ...
Creating a Customer or Vendor
Creating Customer / Vendor Follow the instructions below to create a new Customer / Vendor : Navigate to Companies from the Quick Menu. Click Create. Enter Company Name. Check Customer and/or Vendor. (at least one is required) Click on ...