CustomBooks™ Help and Support

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 experience, the following methods allow you to connect with support teams:

  1. Knowledge Base Articles - Knowledge base articles serve as a valuable self-help resource. These articles cover a wide range of topics, including troubleshooting steps, feature explanations, and best practices. By searching the knowledge base, you can often find answers to common queries without needing direct assistance. Click here to explore a wide range of helpful articles and resources tailored to assist you.

  2. Idea Exchange/Community - Joining a community forum or participating in an idea exchange allows you to engage with other users. Share your experiences, ask questions, and collaborate with fellow community members. Often, someone else may have encountered a similar issue and can provide insights or solutions. Visit CustomBooks™ Idea Exchange/Community through this link.

  3. Support Request Ticket - For personalized assistance, consider submitting a support request ticket. When creating a ticket, provide detailed information about your issue, including error messages, steps to reproduce the problem, and any relevant context. Support teams will review your request and respond accordingly. Use this link to submit a new support request ticket.

  4. Live Chat - CustomBooks™ also offers online chat support services. Live chat allows you to communicate directly with a support representative in real time. Use this option for quick queries, minor issues, or clarifications. It’s convenient and efficient. To chat, click the "We're Online CHAT NOW!" button (bottom-left corner) from the CustomBooks™ home web page or from the Help and Support Portal.

  5. Video Conferencing - Sometimes, a video conferencing is more effective. CustomBooks™ offers video conference chat sessions. During these sessions, you can share your screen, demonstrate specific problems, and receive personalized guidance. Video conferencing bridges the gap between written communication and in-person interaction. Set-up an appointment to get help.

Remember that each method has its advantages. Choose the one that aligns with your preference and urgency. Whether you’re a self-sufficient troubleshooter or prefer direct assistance, these options ensure that help is just a click away.


CustomBooks™ Help and Support Phone Number: 888-328-8275 opt. 1.


Our support staffs are 100% HUMAN. When you call us, you will get a real, live human being. When you chat with us? Human! Who reads your tickets? Yep - a human!

Help and Support Portal

Your one-stop destination for all support-related needs. Whether you’re new to CustomBooks™ or an experienced user, our Help and Support Portal is designed to provide you with easy access to a wealth of resources and support options.

Helpful Links:
  1. Knowledge Base Articles - Read how-to articles and guides for all CustomBooks™ features.
  2. Video Chat - Video Chat with one of our support team. Set-up an appointment to get help.
  3. Academy - Watch training videos and get certified in CustomBooks™.
  4. Developer Info - Read reference info for API and set-up a developer account.
  5. Find an Advisor - A RockStar is a CustomBooks™ certified accounting professional.
  6. Community - Start a discussion, browse solutions, and get tips from CustomBooks™ experts.

Additional Resources:
  1. System Status - Stay informed about the operational status of CustomBooks™ with our System Status indicator.
  2. Submit a Support Request Ticket - Can’t find what you’re looking for? Create a Support Request Ticket to get in touch with our support team.
  3. Getting Started Guide - New to CustomBooks™? Our Getting Started Guide is the perfect introduction to setting up and using the software effectively.
  4. Email Support - Prefer to reach out via email? Contact our support team at support@custombooks.com. We aim to respond to all inquiries promptly.




How to go to the Help and Support Portal?
From the CustomBooks™ Dashboard/Client Portal, click your avatar or your user email address dropdown in the top-right corner, and then select Help.



We're Here to Help!
At CustomBooks™, we’re committed to providing exceptional support. Our Help and Support Portal is just one of the many ways we ensure you have the resources you need to succeed. If you have any questions or need further assistance, don’t hesitate to reach out.


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