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Invoicing Best Practices

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Business Plan Template

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Accounting & Reporting

Data-backed business decisions to stay in control.

*no credit card required!
Detailed Audit Logs
CoA with Sub-Accounts
Report Packages

The Accounting & Reporting Module gives business owners fast, customizable access to the financial information and reporting tools they need to make critical business decisions. In addition, Accounting Professionals can have instantaneous access to analyze, adjust, and close the books on time.

Budgeting

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.

Unlimited Budget Creation in CustomBooks™

Collaborative Accounting

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.

Collaborative Online Accounting easy to use Dashboards

Reporting

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.

Income Statement Comparative or Standard

Client Dashboard

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.

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Accounting & Reporting Highlights

Flexible General Journal ▾
Inventory Stock Status by Item Report ▾
Chart of Accounts with Sub-Accounts▾
Purchases by Item Summary Report ▾
Class Tracking and Reporting▾
Batch Reclass with Ease ▾
Robust Audit Log with Drill-Down ▾
Recurring Journal Entries ▾

Plans for every business need

Monthly

Annual

No credit card needed for Free Trials. No surprise fees.

Customizable accounting software that scales with your business.

(Save up to 15% w/Annual Plan)

Start-Up
$19
/ Month
$199
/ Year
$29 Savings

Good for new businesses and the self-employed.

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Banking
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Accounting
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Projects & Time Tracking
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Reports
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Sales
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Purchases
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Sales Tax
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Inventory
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Cloud Commerce
Business
$99
/ Month
$999
/ Year
$189 Savings

Great for businesses with invoicing & billing needs.

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Banking
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Accounting
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Projects & Time Tracking
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Reports
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Sales
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Purchases
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Sales Tax
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Inventory
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Cloud Commerce
Professional
$249
/ Month
$2499
/ Year
$489 Savings

For most businesses that sell products and have the need for Inventory.

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Banking
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Accounting
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Projects & Time Tracking
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Reports
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Sales
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Purchases
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Sales Tax
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Inventory
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Cloud Commerce
Pro w/eCommerce
$349
/ Month
$3599
/ Year
$589 Savings

For online sellers that need to track Inventory.

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Banking
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Accounting
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Projects & Time Tracking
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Reports
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Sales
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Purchases
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Sales Tax
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Inventory
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Cloud Commerce

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*All Version (with the exception of Write-Up Include Unlimited Users)
**AvaTax subscription not included

Are you an Accountant or Bookkeeper?

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