Getting Started - Setup Wizard

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 other relevant details for your account, this tool eliminates the tedious task of navigating from setting to setting, saving you valuable time.

Whether you’re a small business owner, an accountant, or a financial professional, this wizard streamlines the initial setup, ensuring that your account is configured correctly from the start. 

The Setup Wizard covers:
  1. Company Information
  2. Company Logo
  3. Multi-currency and Reporting Currency,
  4. Basic Sales and Purchases Settings
  5. Measurements
  6. Accounting and CoA Code Settings
  7. Chart of Accounts Setup
  8. Setup Summary



The Setup Wizard must be completed, it’s a requirement for activating your account. By guiding you through each step, it eliminates the need for manual navigation through settings, saving time and reducing the potential for errors. Completing the Setup Wizard is the final step in ensuring that your account is ready to support your business operations effectively.

Setup Delegation

When you first login, the Setup Wizard window will popup. The welcome page offers the subscription owner the option to either proceed with the setup or invite another user/s and set them up as an administrator, to complete the Setup Wizard.

The Support User can also be enabled from the welcome page. This will give the support team an access to the account for quick answers to your questions and assistance.



Company Information

Enter your company information: company type, company name, taxation details, addresses and contact information.




Logo

Provides the option to upload a company logo, enhancing brand recognition. The allowed logo formats are *.bmp, *.jpeg, *.gif, *.jpg, and *.png. For optimal logo presentation, use 167 x 100 pixels.



Currency Setup: Multi-currency and Reporting Currency

Enables the multi-currency feature for businesses operating with multiple currencies.




Sales and Purchases Settings

Allows enabling of various sales and purchases functionalities, including sales tax, multi-locations, assemblies, item receipts, and shipments.




Measurements

Assigns default Units of Measure (UoM) for items, sets price decimals, and determines quantity precision.




Accounting and Chart of Accounts Code Settings: Flexibility in Accounting

Users can opt to use account codes beyond the GAAP standard numerical range, include alphabetical and special characters, and extend the code limit.




Setup Chart of Accounts

Offers the flexibility to use the CustomBooks™ default chart of accounts, import your own CoA from a file, or import from another client account.




Summary, Review and Important Next Steps

Before completing the setup, users can review and edit all entered information to ensure accuracy and completeness.




Once successfully completed the Setup Wizard, hitting the Process button, you'll be directed to the Review and Next Steps window. The Review and Important Next Steps window provides essential guidance for optimizing your experience with CustomBooks™. Here’s what you’ll find:

Additional Settings: Define and customize additional settings to align CustomBooks™ with your specific needs.
  1. Company Information
  2. General Settings
  3. Sales Settings
  4. Inventory Settings
  5. Bank Settings
  6. Accounting Settings
  7. Security Settings

Cloud Tools: Dive into cloud-based tools that enhance collaboration, efficiency, and accessibility.
  1. Cloud Banking - Automatically connecting bank accounts can save time by eliminating the need for manual transaction entry.
  2. Cloud Payables - Our integration with Bill.com lets you sync bills and bill payments rapidly into CustomBooks™.
  3. Cloud Commerce - Manage your inventory across all sales channels with our Multi-Channel Inventory Control solution.
  4. Cloud Payroll - Cloud Payroll is a comprehensive solution designed to help businesses efficiently manage their payroll processes.

Integrations: CustomBooks™ offers many software applications integrations that will provide even more functionality for your business processes. In this Edition, we offer:
  1. Bill.com - Bill.com simplifies financial workflows, enhances efficiency, and empowers businesses to focus on what matters most—running their operations successfully.
  2. Gusto - Gusto is a comprehensive platform offering online payroll and HR solutions designed to help small and mid-sized businesses manage their teams.
  3. Paya - Paya provides integrated payment solutions designed to simplify and automate the payment process for businesses.
  4. ShipStation - ShipStation is a web-based shipping software that helps e-commerce businesses streamline their shipping process. 
  5. Stripe - Stripe is a global technology company that provides economic infrastructure for the internet. Businesses of all sizes use Stripe’s software and APIs to accept payments, send payouts, and manage their businesses online.
  6. ZohoCRM - Zoho CRM is a cloud-based customer relationship management platform that helps businesses manage their sales, marketing, and customer support activities in one centralized system.


Important Features: Familiarize yourself with important features that can boost productivity.
  1. Data Import Wizard - Easily import your data using our newly redesigned Data Import Wizard.
  2. Conversion - CustomBooks™ offers conversions from other software. Visit this page for migration assistance.
  3. Test Company/Sandbox - We strongly encourage you to setup your Test Company/Sandbox and work in that before creating/importing real data. Check this knowledge base article to know more about Test Company/Sandbox.




Setup Wizard Overview Video

Was this helpful? You can also watch the short video below for a visual walkthrough of the CustomBooks™ Setup Wizard:




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