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CustomBooks™ Academy

Educating Businesses, Empowering Professionals

The CustomBooks™ Academy provides users with a robust platform to learn all of the powerful features in CustomBooks™. These valuable educational pathways not only get you comfortable with the product, but also enhance your domain expertise to better serve your clients. We give you the tools in both product and training to be your client’s financial superhero. This completely customizable program allows you to build your own degree path. Starting with our foundational Core Certification class, choose from an array of electives and complementary courses to further enhance your skill set.

Download Our eGuide

Learn to use CustomBooks™ Academy to find a live or self-paced teacher-led online course. From here, you can walk through the steps to achieving course completion.

There are multiple levels of CustomBooks™ Partner training and certification:

Core Certification

Core Certification

  • Gain important knowledge to serve clients
  • Learn setup, navigation, and important features
  • Manage clients sales, purchases, and payments
  • Learn reporting, customizing, and troubleshooting

Rockstar Certification

RockStar Certification

  • Take your knowledge to the next level
  • Build on your Core Certification training
  • Add advanced skills to your regimen
  • Learn basic inventory and explore our electives

Platinum Certification

Platinum Certification

  • Demonstrate CustomBooks™ mastery
  • Expand your knowledge and master complex processes
  • Broaden your skills by building out your elective base
  • Continue growing your client network

Course Descriptions
CPE Sponsors

Core Certification

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.

Advanced Certification

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.

Advanced Inventory

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*

Custom Print Forms

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!

Marketing 101

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

Sales Strategy & Objection Handling

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.

Customization & Extensions

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.

Finding Your Niche & Marketing to Them

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.

Property Management with CustomBooks™

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