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Invoicing Best Practices

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Customizable
Business Software

Powerful, Customizable Inventory Accounting

Experience the flexibility and scalability that allows you to optimize and streamline your operations no matter where you are.

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Professional Services

30 day free trial

CustomBooks™ offers a variety of Professional Services to get you Onboarded, Trained and extra Support when you need it!

With all Professional Services you will receive a dedicated 800# to call, guaranteed First Response Times, and set Triage Times!

  • Purchase Support time by the hour, or in a volume discounted Bundle!
Invest in your business success, our team of CustomBooks™experts are here to help you learn all the powerful tools CustomBooks™ offers.
  • Support for critical and/or planned business events, onboarding, Admin specific needs, and new feature requests
  • Training for individuals, Teams, entire Organizations.
  • Learn new Modules, Integrations, Payroll, Reports, or Extensions - to name just a few.
  • Customizable Support and Training for whatever you need!
Please call Support or your Account Manager for pricing information.
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Professional Services Test
aka Paid Services

We have upgraded our cash basis to Other Comprehensive Basis of Accounting (OCBOA Standards). NOTE: our Accrual accounting has not changed and is still GAAP compliant

Watch a short video of how our New Cash Basis Mapping Tool works

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Cash Basis - Overview

Unlock Smarter Cash Flow Insights with CustomBooks™

The upgraded Cash Basis accounting features in CustomBooks™ give you more control and clarity than many competitors can offer:
  • The guided and interactive “Cash Basis Mapping Tool” aids users mapping cash basis equivalent accounts.
  • We offer a choice of two different cash variants: “Cash with Inventory” and “Cash without Inventory”..
  • There also is an option to select Cash and/or Accrual in Journal Entries.
  • Run Reports in either Accrual or Cash method - see the differences between these two powerful accounting methods.
By using Cash Basis in CustomBooks™, accurately see all the cash in your business in real time.
See it in Action now in this video:
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