Record checks and deposits, reconcile bank statements and use cloud banking to minimize data entry. Our banking module is helps you keep to the penny.
To get started, navigate over to Cloud Banking and set up your bank and credit card accounts. We’ll connect to your bank, download the transactions, and all you have to do is accept them. The expense payments, deposit records and check records will be automatically created for you.
If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.
Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.