Try CustomBooks™
for free
for free
No credit card needed
Are you eager to plunge into CustomBooks™? Follow these steps to get started with a splash!
When you launch CustomBooks™ for the first time, our user friendly "Setup Wizard" will help walk you through setting up the essential settings and needed information for a successful start.
Setup Wizard will guide you through configuring your account. It begins by asking questions about your company or entity, then walks you through the initial settings, and finally prompts you to set up your Chart of Accounts (CoA).
CustomBooks™ provides sophisticated and comprehensive default CoAs for you to choose from. These defaults are tailored based on your company information provided and can be further customized. You may also choose to import your own CoA or copy one from an existing CustomBooks™ account.
CustomBooks™ offers a variety of settings and tools to help you streamline and optimize your account setup. By taking advantage of these advanced settings and tools after you process Setup Wizard, you can rest assured that you created your account properly without avoidable time consuming errors to deal with in the future.
If you're transitioning to CustomBooks™ from another accounting software or spreadsheet program, you can import your existing data using the Data Import Wizard. This powerful tool allows you to import data from .xlsx, .txt, .csv, or .iif files.
By linking your bank to CustomBooks™ and configuring bank feeds, you can securely import your daily transactions into the Cloud Banking platform. This streamlined process eliminates the need for manual data entry and reduces the risk of errors.
In Security Settings, you can add your employees, accounting professional, bookkeeper, or any other users that need to access CustomBooks™. Notably, our solution provides unlimited users and advanced user profiles.
