Merge Tool

Name: CustomBooks
Author: CustomBooks

CustomBooks Merge Tool is a powerful, system-wide feature designed to keep your data clean, organized, and up to date.

By combining duplicate records into a single source of truth, the Merge Tool helps streamline your data, eliminate confusion, and ensure accurate reporting across your system.

Key Highlights:
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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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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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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.
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See it in Action now in this video:

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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:

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.

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Custom Print Forms

CustomBooks™ offers a powerful advanced feature that lets you fully customize all of your Print Forms - so you stay in control of how your business communicates.
Business Benefits:

Custom Fields are visible/where you need them for more efficient workflows
Color highlights make Due Dates/other fields standout
Fields can be added, removed, or reordered
Columns can be added, removed, or reordered
Rows can be added, removed, or reordered
Add Custom Footers with text and/or images

There are two ways to access this feature:
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1 - Self-Paced Training: Take our Custom Print Forms class, once completed and purchased the feature will be enabled in your account. Take the class here: CustomBooks™ Academy

2 - Professional Services: Have our Professional Services team design the forms for you, or teach you how to create them. Learn more here: Professional Services

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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 , which saves you data entry time, reduces errors, and allows you to get your payments out the door on time and off your desk.
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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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Cloud Commerce, ShipStation and Square

CustomBooks takes eCommerce to new heights with our Cloud Commerce tool, featuring seamless integrations with ShipStation and Square.
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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.

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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

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

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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.
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CustomBooks supports an unlimited number of Account Groups and Chart of Accounts!
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