Lists and Settings

Lists and Settings

Other Lists and Settings


  • Countries – comes pre-loaded for you. This list may be added to, changed or deleted if necessary.
  • States – come pre-loaded with the 50 United States. May be added to, changed or deleted as necessary.
  • Currencies – This is a list of currencies available to use in the system. If you won’t be selling or buying internationally, the default currency of USD has been added for you and no changes will be necessary. To use multiple currencies, you must enable this feature in the Features tab. Note: Once enabled, this feature may not be disabled. 
  • Exchange Rates– If using the multi-currency features, exchange rates may be added here.
  • Shipping Carriers – Add, change or delete a list of shipping carriers. This list will appear in the drop-down for shipping carrier on the Shipment document.


Last Updated  10/05/2021 - JML
    • 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, ...