Getting Started Steps
Getting Started - Migrate Data: Migration Assistance/Conversion and Data Import
Migrating your data to CustomBooks™ can be done seamlessly with the help of the Migration Assistance team or by using the built-in Data Import Wizard. Here’s an overview of both methods: Migration Assistance/Conversion CustomBooks™ offers expert ...
Getting Started - Setup Wizard
CustomBooks™ Setup Wizard: Quick and Efficient Account Onboarding The CustomBooks™ Setup Wizard is a tool designed to simplify the process of onboarding new accounts. From company information, enabling features, setting up the chart of accounts, and ...
First Steps in CustomBooks™
Welcome to CustomBooks™! Follow our Quick Start Guide, and we'll have you up and running in no time. Here's how to get started: Step 1: Getting Started - Setup Wizard. Begin by completing the Setup Wizard within CustomBooks™. This will guide you ...
Settings Features
(Quick Menu → Settings) System wide feature settings: General Setting Set your company’s Default Currency if not USD. You may need to add the currency. If desired, enable Multi-Currency Note: once this feature is enabled it cannot be disabled! Use ...
Getting Started - Cloud Banking: Connecting your bank accounts
Getting Started with Cloud Banking Cloud Banking simplifies financial management by connecting to over 15,000 banks and credit card companies, automatically syncing transactions to reduce data entry and providing a comprehensive view of your ...
Importing and Exporting Chart of Accounts in CustomBooks™
Overview The Chart of Accounts (CoA) contains the General Ledger (GL) accounts used to categorize and record your company's financial transactions. CustomBooks™ provides several options for importing a Chart of Accounts, making it easier to set up a ...
Getting Started Steps
CustomBooks™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, reporting, project and time tracking, and a full E-commerce solution into one cloud-driven platform. Cool! Power in the ...
Getting Started - Setup Items (Products and Services)
In CustomBooks™, managing your inventory and services efficiently is crucial for smooth business operations. CustomBooks™ allows you to create two types of items: Product and Service. Understanding the distinctions between these types of items and ...
Getting Started - Settings
CustomBooks™ Settings After completing the Setup Wizard, users need to review these advanced settings, as the Setup Wizard primarily covers basic and initial account configurations. In this step, you'll learn how to add users and set user profiles, ...
Chart of Accounts Overview
Chart of Accounts The Chart of Accounts is a listing of all the accounts in the general ledger, each account accompanied by a reference number. To set up a chart of accounts, one first needs to define the various accounts to be used by the business. ...
Setting Up Your Chart of Accounts: Sample, Default, and Custom Options
Sample Chart of Accounts The Chart of Accounts is a fundamental part of your accounting setup in CustomBooks™. Below is a sample Chart of Accounts that provides a basic structure you can use as a reference or starting point. This sample includes ...
Getting Started - Setup Companies (Customers & Vendors)
Overview Companies (formerly Customer/Vendor Central) is the place for everything you need when working with Customers and Vendors. CustomBooks™ Companies module brings together the relationship you have with customers and vendors in one easily ...
Understanding Legends and Icons in CustomBooks™
Legend and Icons of CustomBooks™ The following are icons that appear throughout the application. BACK and FORWARD BUTTON - Navigate backwards and forwards in the history of your session. HOME BUTTON - Directs to the CustomBooks™ Home Page. HISTORY ...
Getting Started - General Navigation
CustomBooks™ provides an intuitive interface to simplify your business operations. Here's an overview of its main navigation features: 1. Main Menu/Navigation Menu The Main Menu/Navigation, located on the left side of the screen, displays all ...
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. ...
Getting Started - Setup Lists and Document Auto-Numbering
Overview The Auto-Numbering feature in CustomBooks™ allows users to customize the numbering scheme for lists and documents, providing flexibility in organizing and tracking entries and documents. This ensures that each new object or document receives ...