CustomBooks™ Getting Started Resources
Welcome to CustomBooks™! To ensure a smooth and efficient start, we've curated a variety of resources to help you navigate and maximize the platform's features. Whether you prefer personalized assistance or self-paced learning, we’ve got you covered.
Getting Started Resources:
Schedule One-on-One Setup Assistance
Connect directly with our Getting Started team for personalized guidance tailored to your business needs. Schedule a session to ensure your account is set up correctly and that you’re ready to go.
Help and Support Portal
Access our Help and Support Portal for immediate answers to your questions. It's a one-stop destination for troubleshooting and finding solutions to common issues.
Knowledgebase Articles
Explore our extensive library of Knowledgebase Articles, covering everything from basic setup to advanced features. These articles are designed to help you find answers quickly and learn at your own pace.
Idea Exchange/Feedback and Forums
Join the conversation in our Idea Exchange and Forums. Share your feedback, suggest new features, and connect with other users to discuss best practices and tips for using CustomBooks™ effectively.
Training and How-To Videos
Watch our Training and How-To Videos to get step-by-step visual guidance on how to use various features within CustomBooks™. These videos are perfect for visual learners and those who want to see the platform in action.
These resources are designed to ensure you get the most out of CustomBooks™ from day one. Dive in and start exploring!
Related Articles
CustomBooks™ Help and Support
Help and Support When you encounter issues, have questions, or need assistance, reaching out to CustomBooks™ customer support is essential. Whether you’re dealing with a technical issue, seeking clarification, or simply want to optimize your ...
Getting Started Steps
CustomBooks™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, reporting, project and time tracking, and a full E-commerce solution into one cloud-driven platform. Cool! Power in the ...
Getting Started - Setup Wizard
CustomBooks™ Setup Wizard: Quick and Efficient Account Onboarding The CustomBooks™ Setup Wizard is a tool designed to simplify the process of onboarding new accounts. From company information, enabling features, setting up the chart of accounts, and ...
The CustomBooks™ Portal
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 ...
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: Step 1: Getting Started - Setup Wizard. Begin by completing the Setup Wizard within CustomBooks™. This will guide you ...