Our Core training and certification program was created to provide practitioners a robust platform to learn all of the powerful features in CustomBooks™. It not only gets you comfortable with the product, but makes you an CustomBooks™ RockStar to establish domain expertise with your clients.

Inventory Basics

Your next step in becoming a Certified RockStar, Inventory Certification. This course covers the basics inventory management concepts in CustomBooks™ including items, lots & serial numbers, back-ordering, cost, and reporting.

Keep your skills fresh and stay up to date on the latest features when you take our Advanced Certification training. This quarterly offered specific course is completely customized to your needs, covering topics such as FAQs, Accounting, Cloud Banking, Reporting, and Extensions.

Expand your inventory knowledge and master complex processes with our Advanced Inventory training. This course explores the topics of Assemblies, Units of Measure, Drop shipping, Consignment/3PL, and the Universal Report. Earn up to 3 CPE Credits*

Invoices, Orders, Quotes and More! Customizing CustomBooks™ Print Forms. Learn the art of customizing Print Forms in CustomBooks™ with this one hour class that will reward you with the ability to access the tool in your account. Add and remove fields, insert custom text and graphics, format it and move it all around – this class will prepare you to make the print forms yours!

This introductory marketing course will teach you the ins and outs of building your brand and effectively marketing yourself in the digital space.

In this course, you will develop the skills required for lead generation and how to collect information crucial for the successful growth of your firm. We will also take a look at the various methods of selling/selling strategies, the necessity of follow-up and presenting proposals, as well as prospecting and objection-handling skills that will set your firm up for the best growth success.

Dive deep into the versatility of CustomBooks™’s feature set and learn how you can make the most of our customizations, extensions, and add-ons.

Take a deep dive into cultivating your specific niche to build traction for your firm. This course is designed to educate business owners on establishing a unique edge in the market through: target audience profiling, building a brand kit, and crafting your digital persona.

Your Airbnb and Short-term RentalsLearn how to efficiently and effectively manage your short-term rental properties with the completely customizable CustomBooks™ software.