Overview
Projects / Time Tracking Module in CustomBooks™
Overview The Projects / Time Tracking module in CustomBooks™ helps you organize project-related transactions, track time spent on tasks, and monitor project costs and profitability. Projects can be associated with transactions throughout the system, ...
Reports Module in CustomBooks™
Overview The Reports module in CustomBooks™ provides access to financial, sales, purchasing, inventory, banking, tax, and project-related reports. These reports help you review business activity, monitor financial performance, analyze transactions, ...
Bank Module in CustomBooks™
Overview The Bank Module in CustomBooks™ provides the tools you need to manage bank and credit card transactions, monitor account activity, record payments and deposits, and reconcile your accounts. The Bank Module is organized into four main areas: ...
CustomBooks™ Homepage
Overview The CustomBooks™ Homepage provides a central workspace for accessing the features, modules, and tools available in your account. Its organized layout and navigation options make it easier to move between different areas of CustomBooks™ and ...
Tax Line Settings
Overview A Tax Line is a specific category or line on a tax form where financial information is reported. The Tax Lines feature in CustomBooks™ allows you to map General Ledger (GL) accounts to specific tax lines. These mappings help organize ...
Admin Panel Menu in CustomBooks™
Overview The Admin Panel menu in CustomBooks™ is the centralized area where administrators or authorized users manage system settings, security controls, company preferences, integrations, and user access. This menu provides tools for configuring ...
Support Menu in CustomBooks™
Overview The Support menu in CustomBooks™ provides users with quick access to helpful resources, support services, training materials, and partner tools directly within the website. Each option in the Support menu opens a specific resource, webpage, ...
Quick Menu Feature in CustomBooks™
Overview The Quick Menu feature in CustomBooks™ provides users with fast and convenient access to create commonly used transactions and documents directly from the application interface. Designed to improve workflow efficiency, the Quick Menu allows ...
Document Emailing: Smart Email & CC Management
Emailing documents is made easier in CustomBooks™. This guide will walk you through using our Smart Email & CC Management features to effectively organize your recipients, prevent data leaks, and simplify client communication. Sending the right ...
Admin Panel: Accounting Settings
Overview The Accounting Settings page in the CustomBooks™ Admin Panel is the central hub for defining how your system handles financial data. Here, you can establish your core accounting method, define reporting parameters, map default system actions ...
General Ledger Report
A General Ledger Report is a comprehensive summary of all financial transactions posted to every account (like cash, sales, inventory, etc.) within a specific date range. By default, the General Ledger Report displays the transaction number, Company ...
CustomBooks™ Professional Services
CustomBooks™ Professional Services As CustomBooks™ has grown, we are offering more tailored and advanced support and training options. Starting on October 1, 2025 we are rolling out Professional Services for our Support and Training Tiers. The Free ...
Emailing Documents with Attachments
Emailing Documents with Attachments Currently, there is no way to attach files directly through the default document emailing screen (the "Email" button) in CustomBooks™. As a workaround, you can send the email from the Print Preview screen, which ...
Batch Reclass Tool
Overview The Batch Reclass tool allows you to update the G/L Account, Company, Project, and Class assigned to multiple transactions at the same time. Instead of opening and editing each transaction individually, you can quickly reclassify selected ...
CustomBooks™ Free Trial Playground
Playground Welcome to the CustomBooks™ Free Trial Playground—your opportunity to explore our comprehensive cloud accounting software with robust inventory management controls with zero commitment. Our fully functional free trial accounts are designed ...
Navigation Changes!
We will be introducing some navigational changes in CustomBooks™ that we hope will make your life easier. The main menu items have remained the same, but what's underneath has changed. Each of the module menu items contains up to five sections: ...
Understanding CustomBooks™ System Maintenance and Outages: What's up with all the system maintenance?
Q: Why is the system down a couple of times each week? A: When we want to provide new features or a bug fix to you, we have to briefly take the system down to install the new code that runs the features. This is similar to when you install a new ...
Sales Module in CustomBooks™
Overview The Sales module in CustomBooks™ provides the tools needed to manage the complete sales cycle—from creating quotes and sales orders to invoicing customers, recording payments, processing returns, and managing customer credits. The module ...
Password Help
Creating or Resetting your Password After signing up for CustomBooks™, you'll receive a welcome email with a link to create your password. If you can't find this email, follow the steps under Password Help below. If the issue persists, please contact ...
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 ...
Lists Menu in CustomBooks™
Overview Lists in CustomBooks™ are essential components used to organize and manage key data within your system. They serve as centralized records for important information such as customers, vendors, items, the chart of accounts, and other ...
Overview - System Requirements and Recommended Browsers
The following are the minimum system requirements for using CustomBooks™. See our recommended system configurations at the bottom of the page. Minimum System Requirements A computer or tablet with one of these operating systems: Microsoft Windows XP, ...
Logging in and out of CustomBooks™
Logging in and out of CustomBooks™ is a straightforward process designed to keep your data secure while providing easy access to your account. Logging in to CustomBooks™ There are two methods of logging in. Method 1: Standard Login involves entering ...
Accounting Module in CustomBooks™
Overview The Accounting module in CustomBooks™ is the core financial management area of the system. It helps businesses track income, expenses, assets, liabilities, and overall financial performance while maintaining accurate accounting records. This ...
Inventory Module in CustomBooks™
Inventory Anytime, anywhere inventory management in the cloud. Our advanced inventory system is capable of tracking multiple warehouses and comes complete with classes, projects, and user-defined, hierarchical location tracking that doesn’t stop at ...
Overview - Welcome to CustomBooks™
Customizable accounting software for growing your business. Overview CustomBooks™ is a powerful all-in-one cloud-based customizable business software that includes accounting, inventory, order management, Cloud Banking, time and project tracking, and ...