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:
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.
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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:
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
Recurring Templates
Recurring Templates in CustomBooks automate routine transactions, helping you save time, reduce manual work, and keep your accounting accurate and consistent.
Perfect for recurring transactions such as bank and subscription fees, rent, loan payments, prepaid expenses, payroll entries, interest, royalties, and more.
Why You’ll Love Recurring Templates:
Perfect for recurring transactions such as bank and subscription fees, rent, loan payments, prepaid expenses, payroll entries, interest, royalties, and more.
Why You’ll Love Recurring Templates:
- Save Time
- Improve Accuracy
- Never Miss a Transaction
- Stay Organized
- Easy to Use
- Flexible Scheduling
- Comprehensive Scope of Use
Bank Register
The Bank Register provides a simple, Centralized Cash Management Platform to view account activity, enter transactions, and reconcile bank accounts - which helps maintain reliable financial records and visibility into cash positions.
Key Benefits:
Key Benefits:
- Efficient Workflow Tools
- Direct Transaction Entry
- Real-Time Balance Updates
- Streamlined Reconciliation
- Flexible Data Handling and Reporting
Chart of Accounts and Groups
Account Groups provide a powerful, non-posting organizational framework that determines how accounts are structured and displayed on financial statements.
CustomBooks supports an unlimited number of Account Groups and Chart of Accounts!
Key Highlights:
CustomBooks supports an unlimited number of Account Groups and Chart of Accounts!
Key Highlights:
- Unlimited Account Structure
- Improved Financial Organization
- Simple Account Management
- High-Level Financial Visibility
- Clear Financial Report Hierarchy
Merge Tool
Keep your data clean, accurate, and organized with the CustomBooks Merge Tool. Easily combine duplicate records into a single source of truth while maintaining reporting accuracy across your system.
Key Benefits
Key Benefits
- Merge duplicate records with guided step-by-step controls
- Review record usage before merging
- Choose which data fields to keep or update
- Receive clear confirmation results after completion
Perfect For
- Company mergers
- Inventory consolidation
- Location and salesperson updates
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:
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.
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:
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.
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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.
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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:
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.
