Sign up for CustomBooks™

check Mark for close action
check Mark for close action
Try CustomBooks™
for free
No credit card needed
check Mark for close action
Partner Sign Up
Thank you! A Partner Manager will be reaching out soon!
Oops! Something went wrong while submitting the form.
Custom Books Dog Logo ID

All CustomBooks™ features

Explore the essential features for managing your business.

Featured Product Perks

October 2026, Attachments

CustomBooks makes it easy to attach files to lists and documents, keeping essential business records organized and right where you need them.
‍
‍
Benefits to Your time and Your business:
  • Save Time: Find documents when and where you need them.
  • Stay Organized: Keep customer, vendor, transaction files and documentation backup together in one platform.
  • Seamless Attachments Management: Clear visibility, fast uploads and easy access.
  • Multi-File upload and Types: Upload single/multiple files at once and choose multiple file types
  • System-wide: Available throughout CustomBooks.
  • Free Storage: 2GB comes with each subscription for free.
  • Need more? Purchase additional GB(s) for a nominal charge.
Centralize your documents, simplify your workflows, and keep important business records at your fingertips.
Learn More

Comparative Reports

Financial Reports tell you where your business stands today, but Comparative Financial Reports reveal how your business is changing over time.

‍
By comparing financial data across periods you can identify trends, measure performance, spot meaningful changes, and make more informed business decisions.
‍
Report View and Features:
  • Present and Analyze Views for different reporting needs
  • Percent and/or Dollar Variance Analysis displayed in separate columns
  • Adjustable Report Levels for rapid, high-level or “bottom-line” analysis
  • Drill-Down Detail to the General Ledger, including original transactions and supporting detail
Learn More

Cloud Commerce, ShipStation and Square

CustomBooks takes eCommerce to new heights with our Cloud Commerce tool, featuring seamless integrations with ShipStation and Square.
‍
Highlights of CustomBooks Cloud Commerce:
  • Stable API connections with trusted integration partners: ShipStation and Square.
  • Unlimited Stores - add as many stores as you need at any time.
  • Fast synching - to keep your data moving quickly and accurately.
  • Guides and prompts to match or create: Customers, Products, Locations, Sales Orders and Cash Sales (POS).
  • Automatic creation of Related Transactions: Shipping, Sales Invoice, Cash Receipt.
  • Full integration with the Sales and Inventory Modules.
  • Inventory Adjustment prompts when stock is too low to fulfill orders.
Learn More

Cloud Payables and bill.com

Did you know that CustomBooks™ integrates directly with bill.com through your Cloud Payables Tool?

‍
Cloud Payables enables you to sync bills entered by your vendors in bill.com , which saves you data entry time, reduces errors, and allows you to get your payments out the door on time and off your desk.
‍
Powerful Tools at Your Fingertips:
  • Sync Vendor bills automatically
  • Match or create bills instantly
  • Batch approve accounts, products, vendors, payment terms, bill payments, and purchase returns
  • View complete Approval History
  • Reduce errors and Accelerate payment processing
‍Less data entry. Faster approvals. Smarter payables.
Learn More

Price Matrix

Keep your margins protected - even when costs fluctuate - with the Price Matrix tool.
As your costs change, Price Matrix helps ensure your pricing stays accurate and up to date automatically. With clear visibility directly in Item and Customer Cards for Price Matrix–designated items and customers, you have the control you need to manage pricing with confidence.

Why Price Matrix works for you:

  • Sales documents automatically update when Price Matrix is applied.
  • Quickly adjust pricing using percentage changes or effective start dates.
  • Ensure the right prices are applied at the right time - every time.
With Price Matrix, you stay in control of pricing, protect your margins, and adapt quickly as costs change.
Learn More

The Universal Report

Discover how the Universal Report in CustomBooks™ can empower you to make smarter, faster business decisions.
‍
The Universal Report is a powerful, flexible tool that lets you shape and analyze your data in countless ways - right inside the application. Think SQL-style querying and Power BI-level insight without leaving CustomBooks™.
Examples of report output from the Universal Report:
  • Sales by Location - Group revenue by State, City or Zip Code to see top-performing regions, identify trends, and spot seasonal demand.
  • Bill of Materials (BOM) – Inventory users and manufacturers can print BOMs to keep components organized and inventory efficient.
  • Item Lot Detail – Track opening balances, increases, decreases, and ending balances clearly.
  • General Journal by Class – View performance by division or cost center with deeper Class detail.
  • Bank Reconciliation Detail – Filter by cleared date or period to quickly isolate problem months or specific reconciliation cycles.
  • Custom Field Reporting – If your data exists in CustomBooks™, you can report on it.
Learn More

Ready to scale?

CustomBooks™ includes all the features for your business needs.

Start out with the features you need and know that the full suite is available for you as your business grows. CustomBooks™ offers exceptional cloud accounting software that includes robust inventory management controls.

Cloud Based Accounting Software

Access your data wherever you are, from tablet or a laptop. Connect employees, advisors and accountants in a secure workspace.
‍

See Work in Multiple Tabs Icon

Open multiple tabs for multi-tasking – simultaneously work with several modules, such as general ledger, bank feeds, and others
‍

Online Sales are Tracked in CustomBooks™

Track your inventory levels across multiple online stores. Empowering your ecommerce business to grow
‍

No Hidden Cost with CustomBooks™

All features in the Cloud Banking, Sales, Purchasing, Inventory Management, Accounting modules are included.

All-in-one solution

Standalone solutions don’t always speak to each other? With all the necessary modules integrated, efforts are not wasted.

CustomBooks™ Online Accounting Software can grow with your business

Flexible to fit your business from infancy to maturity. Out-of-the-box customizations.

5-Star Supported Online Accounting Software

Human support willing to help you. Get direct access to our support team that can resolve any questions quickly and accurately.

Customizable Accounting Software

CustomBooks™ easily adjusts to the existing workflow in your company and can be easily customized to meet your specific needs.

Online Accounting Software that's easy to get started with

We are always here to help. We can auto-magically convert QBO company data with our migration tool.

Online Accounting

Test Drive CustomBooks™

Experience the full potential of CustomBooks™ and explore its key features with our playground company. Get hands-on experience and discover what CustomBooks™ can do for you.

*No Credit Card Needed
CustomBooks™ Online Accounting Software

Get to know CustomBooks™
online accounting w/Real Time inventory

Community

Rely on a supportive community to get answers, tips, and guidance. Join our community and tap into a wealth of knowledge and resources that can help you navigate the CustomBooks™ experience.
‍

how to videos
How to Videos

Discover all the tips and tricks of CustomBooks™ by watching our step-by-step tutorials. Our tutorials are designed to provide you with a comprehensive understanding of the software and its features.
‍
‍

Schedule a demo

Partners we Integrate with