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AccountingSuite™ Release Notes, German Shepherd 4, Gusto and ShipStation Integrations
AccountingSuite™ is now integrated with Gusto and Shipstation! Import your payroll information into AccountingSuite™ Error free entry into AccountingSuite™ using Gusto’s API. We have created an easy payroll sync from Gusto that allows you to sync ...
Sales Workflow
Sales Workflow The following diagram depicts several CustomBooks™ Workflows. Please note that some documents are optional in workflows. Sales Documents that are optional : Sales Quote, Sales Order, Shipment, Credit Memo. Sales Documents that have an ...
Sales People
With the Salesperson feature, sales may be tracked by individual Salespersons. The Sales by Salesperson reports will list sales by a given salesperson (or persons) for a given time frame. Tracking a Salesperson on Orders The salesperson field is ...
Creating Sales Invoices
Sales Invoices track sales of products or services for inventory control and for tax and accounting purposes. Sales Invoices record a customer’s liability to you and record income from the transaction. The calculations made on Sales Invoices are also ...
Sales Module Overview
Sales Sales in CustomBooks™ includes all the necessary functionality to properly record Sales and its related activities. The Sales Module in CustomBooks™ includes Sales Quotes, Sales Orders, Shipments Sales Invoices, Cash Receipts, Cash Sales, ...