What training resources do you make available and is there an active online user community?
We have several resources available to help you on your way to being successful with our software! Our user guide is a good place to start. Also, our support team can answer questions via chat, support requests or on the phone. And last but not least, you're reading this article in our knowledge-base which is full of useful things to get you on your way.
As far as an active online community, you are helping us to build that as you read this. We do hold regularly scheduled webinars for our users to help understand what we can do to help you grow.
Check out our website for details and to reserve your space.
Related Articles
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 ...
If I add CustomBooks™ Help and Support as a user in my account when I need assistance, will this count against my available user count?
No. The available concurrent user count for your plan is not affected at all if the CustomBooks™ Help and Support user is added. The free Accountant account also does not affect your available concurrent user accounts. Enabling Help and Support user ...
CustomBooks™ Getting Started Resources
Welcome to CustomBooks™! To ensure a smooth and efficient start, we've curated a variety of resources to help you navigate and maximize the platform's features. Whether you prefer personalized assistance or self-paced learning, we’ve got you covered. ...
Activating/Deactivating the Support User
CustomBooks™ is equipped to provide strong support, ensuring smooth operations and quick resolution of any issues. Occasionally, our Help and Support team may need to log in to your account, with your permission, to assist in resolving problems. ...
Make a Company Inactive/Active
Enabling / Disabling a Company You may disable a company in the system so that historical transactions may be retained, but remove them from the list of Companies in the Company Module. To disable a company, Navigate to Quick Menu / Companies ...