Related Articles
Shipping Carriers
Shipping Carriers The Shipping Carrier field is located on several Sales documents, including the shipment. It is a user-configurable list and carriers can easily be added on the fly. To add a Shipping Carrier: Navigate to Lists → Shipping Carriers ...
Lists
Overview In CustomBooks™, Lists are collections of categorized data that the system uses to organize, track, and report financial information. These lists form the backbone of the accounting system, facilitating efficient data entry, accurate ...
States
States Come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary. List of United States (50) in CustomBooks™
Countries
Countries Comes pre-loaded for you. This list may be added to, changed or deleted if necessary. List of countries in CustomBooks™
Getting Started - Settings
CustomBooks™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user profiles, ...