First Steps in CustomBooks™

First Steps in CustomBooks™

Welcome to CustomBooks™! Follow our Quick Start Guide, and we'll have you up and running in no time. Here's how to get started:
  1. Step 1: Getting Started - Setup Wizard. Begin by completing the Setup Wizard within CustomBooks™. This will guide you through the initial configuration of your software, ensuring that you have the basic settings in place.
  2. Step 2: Getting Started - Advanced Settings. After completing the Setup Wizard, proceed to the Advanced Settings. Here, you can fine-tune your configuration to better match your business needs.
  3. Step 3: Getting Started - Connect Your Bank Accounts to Cloud Banking. Next, connect your bank accounts to the Cloud Banking feature in CustomBooks™. This allows for seamless bank transactions and reconciliation.
  4. Step 4: Getting Started - Setup or Import Companies (Customers and Vendors). Set up or import your companies, which include both customers and vendors. This step is crucial for managing your business relationships and transactions effectively.
  5. Step 5: Getting Started - Setup Items (Products and Services). Configure the items you will be selling or providing. This includes setting up your products and services, ensuring they are ready for invoicing and inventory management.
  6. Step 6: Getting Started - Migrate Data - Migration Assistance/Conversion and Data Import. If you are transitioning from another accounting software, make use of our Migration Assistance. This service helps convert and import your existing data into CustomBooks™.
  7. Step 7: Getting Started - Create Test Company/Sandbox and Test. Create a test company or sandbox environment. This allows you to experiment and test the software's features without affecting your actual data.

Once you’ve completed the steps above, check out these additional resources:
  1. Getting Started - Setup Lists and Document Auto-Numbering: Learn how to set up lists and configure document auto-numbering for better organization.
  2. Getting Started - General Navigation: Familiarize yourself with the general navigation of CustomBooks™ to maximize your efficiency.

Need Assistance?
If you require further help, don't hesitate to reach out:
  1. Make an Appointment: Schedule a session with our Getting Started Team for personalized assistance.
  2. Knowledgebase Articles: Explore our comprehensive CustomBooks™ Knowledgebase for detailed articles and guides.
  3. Help and Support: Contact our support team for any issues or questions.
  4. Migration Assistance: If you need to migrate data from another accounting software, schedule migration assistance for a smooth transition.

By following these steps and utilizing our resources, you'll be well on your way to mastering CustomBooks™. Happy accounting!

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