Fill out the form to receive this guide as a PDF
Fill out the form to receive this guide as a PDF
Data-backed business decisions to stay in control.
Maintain control of your company's finances by relieving stress associated with sudden funding shortages. Stay organized and focused on your goals, have a clear understanding of your financial capabilities, take advantage of investment opportunities, and plan to reduce debt if necessary.
Collaborate with your accountant in real-time, using any device with internet access, regardless of location. Centralize your data in the cloud to ensure complete bank reconciliation and correct chart of account setup with your accounting team.
Evaluate your company's health anytime, anywhere using CustomBooks™'s diverse range of built-in and customizable reports. Use these reports to analyze data, monitor metrics, identify opportunities, detect positive trends, and realize cost savings.
Assess your company's health at any time and location with CustomBooks™'s comprehensive array of built-in and customizable reports. Utilize these reports to dissect data, evaluate metrics, uncover opportunities, identify positive trends, and save costs.
The general journal can be used for a variety of transactions, such as adjusting entries, accruals, and deferrals. Users can also use the general journal to record non-standard transactions that are not typically handled by other modules, such as depreciation expenses, intercompany transactions, or foreign currency adjustments.
The Inventory Stock Status by Item report is a powerful tool that provides an in-depth view of your inventory levels and helps you manage your stock more effectively. This report provides detailed information on the current status of your inventory, including the quantity on hand, on order, committed, and available.
Sub-accounts are essentially child accounts that are linked to a parent account. For example, a parent account could be "Office Supplies," while its sub-accounts could be "Paper," "Pens," and "Envelopes." By using sub-accounts, businesses can create a hierarchical structure for their chart of accounts and organize their financial data in a more detailed and specific way.
This report is useful for businesses that want to gain a better understanding of their purchasing patterns, identify trends, and make informed decisions on inventory management. By using the report, businesses can quickly identify their top suppliers, items with the highest and lowest purchase costs, and purchase volume by item.
Classes in CustomBooks™ can be set up to represent a variety of segments, such as departments, locations, product lines, or customer types. When a transaction is recorded, users can assign a class to it, which will then be used to track the transaction and provide reporting based on the class. This allows users to see the financial data for each class, such as revenues, expenses, or profits.
The Batch Reclass with Ease feature works by allowing users to select a group of transactions to reclassify and then apply a new class, account, or location to all of them simultaneously. This can be done for multiple transactions at once, which makes it a very efficient way to reclassify large numbers of transactions quickly and easily.
The Audit Log provides a detailed view of all transactions, including the date and time of the change, the user who made the change, and the original and new values. This information is critical for businesses to ensure the accuracy and integrity of their financial data and to comply with regulatory requirements.
With Recurring Journal Entries, businesses can set up a template for each recurring transaction, specifying the frequency, start date, and end date for the transaction. The system will then automatically create and post the journal entry on the specified date, based on the template.
Monthly
Annual
(Save up to 15% w/Annual Plan)
Good for new businesses and the self-employed.
Subscribe NowGreat for businesses with invoicing & billing needs.
Subscribe NowFor most businesses that sell products and have the need for Inventory.
Subscribe NowFor online sellers that need to track Inventory.
Subscribe NowShipStation integration – all available Stores, including Shopify, Etsy, Ebay, WooCommerce, BigCommerce, Squarespace, Square or Amazon
Hit the ground running with CustomBooks™'s Getting Started Webinar:
Increase your market potential and firm's value with the CustomBooks™ partner program. Learn more about the benefits of becoming an CustomBooks™RockStar.