In the CustomBooks™ Portal/Dashboard, you can easily monitor the status of all emails sent from your CustomBooks™ account by accessing the Email Logs. This feature helps you track the delivery and processing of emails to ensure smooth communication ...
Breaches, hacks and other attacks in the news are increasing in numbers - Cyber-crime is a reality that we hear about daily. CustomBooks™ has implemented an optional multi-factor authentication protocol that gives your account additional safeguards ...
Recommended Browsers Enabling browser pop-up windows is essential for accessing your CustomBooks™ account. When you log in and open a client or company account, the application opens in a new tab. If pop-ups are disabled, the account won't open, ...
Not to worry! After making your payment, please refresh the client/company list or LOGOUT of the CustomBooks™ Portal/Dashboard and log back in to see the updated payment status.
Overview The CustomBooks™ Portal is the initial screen you see after logging in, serving as the central hub for managing accounts, accessing financial details, and performing various administrative tasks. In the CustomBooks™ Portal, you will find the ...
The company will open in a new window and if you have pop-up windows blocked, it will prevent the window from opening. Click here to view instructions on how to enable pop-ups on the dashboard.
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