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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
Sales People in CustomBooks™ The Sales People feature in CustomBooks™ allows businesses to track sales by individual sales representatives. The Sales by Representative report can provide a breakdown of sales by each Sales Person for a selected time ...
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