Will I have access to my account after cancellation?
Account Access after Cancellation
Your account will be available to users that had an account when it was canceled in View Only mode. Transactions may not be added but reports and data will be available.
Related Articles
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. ...
Recommended Zaps: Create new CustomBooks™ Customer with New Salesforce Account
When a lead or a potential converts to an Account in your CRM , you’ve made the sale! You’ll need to create the company in your CustomBooks™ to track all of your amazing transactions. This zap will automatically create a new Customer in CustomBooks™ ...
Roles and Security
Overview Access to modules in CustomBooks™ is controlled via User Profiles. Any number of User Profiles may be created containing the needed permission settings for a group of users. Once a profile is created, it may be applied to one or more users ...
Cancelling Your CustomBooks™ Subscription
To cancel your CustomBooks™ subscription, please contact CustomBooks™ Support or submit a support request ticket. Our team will assist you with the cancellation process to ensure your account is properly closed. Note: When reaching out, be sure to ...
Account Storage and File Attachments
Overview The file attachment feature in CustomBooks™ allows users to upload and store files in CustomBooks™ and associate them to a document or item. Any file type can be uploaded – store an item’s specification sheet, a receipt for a purchase, or a ...