Overview - Welcome to CustomBooks™

Overview - Welcome to CustomBooks™


Customizable accounting software for growing your business.

Overview

CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and a full E-commerce solution. Our full-featured solution is powerful and flexible enough to support your business today — and scale with you as your business grows. Because CustomBooks™ gives you more features up front, your total cost of ownership is often lower with no add-ons to license.


The CustomBooks™ Workspace

Accounting & Reporting

Gives business owners and employees anytime, anywhere access to the financial data and reports they need to make day-to-day and strategic business decisions. Provides financial data for outside accountants, investors and partners.
  • General Journal
  • Journal Entries
  • Budgets
  • Chart of Accounts
  • 1099 Categories
  • Tax Lines
  • Classes
  • General Ledger Report
  • Trial Balance Report
  • Income Statement Standard and Comparative Report
  • Balance Sheet Standard and Comparative Report 
  • Statement of Cash Flows 
  • Vendors 1099 Report


The CustomBooks™ Accounting Module
The CustomBooks™ Reports Module

Banking

The Banking Module streamlines cash management by integrating bank accounts with CustomBooks™. It supports features such as bank reconciliations, transfers, and the import of bank transactions, ensuring that businesses have real-time visibility into their cash flow and bank balances.
  
The CustomBooks™ Cloud Banking


The CustomBooks™ Bank Module

Sales

The Sales Module is designed to manage the entire sales process, from generating quotes to invoicing customers. It includes tools for tracking sales orders, managing customer payments, and monitoring sales performance, enabling businesses to maintain healthy customer relationships and drive revenue growth.
  • Sales Orders
  • Sales Invoicing
  • Cash Sales
  • Backorder Functionality
  • Electronic Delivery of Forms
  • Customer Returns
  • Customer Refunds
  • Cash and Credit Payments
  • Track deposits on Sales Orders
  • Cloud Commerce


The CustomBooks™ Sales Module

Purchases

This module handles the procurement process, allowing businesses to manage purchase orders, vendor bills, and payments. The Purchases Module ensures that businesses can effectively control their supply chain, manage costs, and maintain strong relationships with vendors.
  • Purchase Orders
  • Vendor Invoices/Bills
  • Bill Payments
  • Purchase Returns
  • Backorder Functionality
  • Vendor Returns/Refunds/Credit Memos


The CustomBooks™ Purchase Module

Inventory

The Inventory Module offers comprehensive management of both products and services, ensuring accurate tracking and control of stock. Key features include item adjustments for correcting inventory levels, tracking Lots & Serial Numbers for precise traceability, and managing Assemblies/Bill of Materials for manufacturing and assembly processes. The module also supports Warehouse transfers, enabling efficient movement of inventory across locations, and Advanced Units of Measure, which allows for flexible measurement and pricing strategies tailored to your business needs. This ensures that inventory is managed efficiently, from procurement to delivery.
  • Products and Services
  • Item Adjustments
  • Lots / Serial Numbers
  • Assemblies and Bill of Materials
  • Price Matrix
  • Multi-location
  • Warehouse Transfers
  • Lots and Serial Numbers
  • Advanced Units of Measure


The CustomBooks™ Inventory Module

Companies (Customers & Vendors)

See all transactions associated with a customer or a vendor in one place. Create new orders and invoices or view balances.
  • Create new customers or vendors
  • Create invoices, orders and other documents
  • View balances and transactions


The CustomBooks™ Companies (Customers and Vendors)

Project & Time

The Project and Time module provides tools for managing projects, tracking time, and monitoring project budgets. It enables businesses to allocate resources efficiently, track billable hours, and ensure that projects are completed on time and within budget.
  1. Time Tracking
  2. Projects/Jobs
  3. Project Profitability Matrix

CustomBooks™ Project and Time Module


Here's a product tour video of CustomBooks™



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      Overview With Project and Timetracking, keeping on top of costs associated with a project has never been easier. Our Projects functionality spans the application and projects created here can be tagged on quotes, orders, invoices, bills, payments, ...

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