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Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
AccountingSuite™ Product Perks: July 2024 - Portal
Your AccountingSuite™ Portal is more than just a place to access your accounts. Did you know that you can browse email logs, create new accounts, view information on Cloud Banking transactions, and view charts and graphs? We’ve packed a whole lot of ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
Viewing Email Logs
We keep a history of all emails sent through CustomBooks™ and you have access of these historical records if you need them. On your dashboard, click Email Logs (see figure 1, on the far right) and then click the Data button in the middle (see figure ...
Exporting Companies' Email Addresses in CustomBooks™
Need to export your customers' and vendors' email addresses? CustomBooks™ makes it easy with the Universal Report feature. Follow the steps below to generate and export a report containing your customers' email addresses and other relevant ...