CustomBooks™ KnowledgeBase Portal

Need help applying this to your business?

See how CustomBooks™ can support your accounting and inventory workflow

If you are evaluating CustomBooks™ or want help setting up workflows for your business, explore the product or schedule a conversation with our team.

Already using CustomBooks™? Explore the Knowledge Base or contact support for product help.



    • Popular Articles

    • 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 ...

    • I accidentally charged the wrong card in Stripe! What do I do?

      When you click Charge with Stripe, the card that is stored in the customer record is the card that is charged. In the case where there are multiple credit cards that may need to be charged per customer, it is necessary to delete the stored stripe ...

    • AccountingSuite™ Release Updates, German Shepherd 9

      AccountingSuite™ Release Updates, German Shepherd 9 Improved Menus and Documents Footers! All AccountingSuite™ Menus are redesigned and organized for better work flows, and are Edition based with clear and focused UX/UI! Side Menu with key/all user ...

    • Bill Payments in CustomBooks™

      A Bill Payment document records the payment of outstanding vendor bills. It tracks the payment amount, method, and associated bills, ensuring accurate accounts payable and cash flow management. Bill Payments can be made using various methods, such as ...

    • Admin Tools: Data Import Wizard

      Overview If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, users can ...
    Getting Started Guide
    Step-by-step instructions to help you set up CustomBooks and get your company running in no time.
    Recommended for new users and onboarding teams.

      Email Support

      Need help? Choose the right request type below so we can route your ticket faster.
      • Support: General product issues and troubleshooting
      • Account Conversion: Migrating from another system
      • Cloud Payroll: Payroll-related queries
      • Customization Service: Customization-related queries
      • Professional Service: Professional support-related queries
      You will be asked to select the appropriate service form after clicking.