CustomBooks

4.2 (26)
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Accounting solution for SMBs

About CustomBooks

CustomBooks™ is a cloud-based accounting solution, which helps small to midsize businesses manage purchase, sales orders and inventory across multiple channels. Key features include shipment tracking, quote creation, data import, costing, item tagging, billing, and reporting.

The solution enables professionals to reconcile bank transactions with existing entries, access general ledger data, add cash receipts to deposit documents, and record customer and vendor payments. CustomBooks™ helps team members manage inventory workflows, create purchase orders along with drop-ship addresses, and generate supplier invoices. It also allows supervisors to monitor cash flows and upload sales data to inventory entries, letting users gain visibility into income status, current sales orders, and accounts receivable.

Supervisors can use the time tracking functionality to monitor work hours of employees and contractors, link entries to specific projects or contracts, and determine the associated profitability. The solution also helps operators create quotes from inventory items, monitor item transfers across warehouses, and record assembly builds.

CustomBooks™ offers integration with various third-party applications, such as ADP, Avalara, Bill.com, Dwolla, Efile4Biz.com, Open Exchange Rates, Stripe, Yodlee, Zoho CRM, Timesheet Mobile, Biller Genie, and more.


Images

CustomBooks Software - AccountingSuite chart of account setup
CustomBooks Software - AccountingSuite sales invoice creation
CustomBooks Software - AccountingSuite job creation
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CustomBooks video
CustomBooks Software - AccountingSuite chart of account setup
CustomBooks Software - AccountingSuite sales invoice creation
CustomBooks Software - AccountingSuite job creation

Not sure about CustomBooks? Compare with a popular alternative

CustomBooks

4.2 (26)
VS.
Highly reviewed

Starting Price

US$19.00
month
R 35.00
month

Pricing Options

Free version
Free trial
Free version
Free trial

Features

31
171

Integrations

13
127

Ease of Use

4.1 (26)
4.2 (7,867)

Value for Money

4.5 (26)
4.2 (7,867)

Customer Service

4.7 (26)
4.0 (7,867)
Green rating bars show the winning product based on the average rating and number of reviews.

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Reviews

Overall rating

4.2 /5
(26)
Value for Money
4.5/5
Features
4.3/5
Ease of Use
4.1/5
Customer Support
4.7/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 26
Eugene
Eugene
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great for costing, especially ecommerce related items and sales tax compliance..

Reviewed on 2022/10/16

ease of use

ease of use

Pros

financial, costing and sales tax compliance.

Cons

navigation.. and reporting tools not detailed

Alternatives Considered

SAP Business One

Reasons for Choosing CustomBooks

tax compliance

Reasons for Switching to CustomBooks

ecommerce business capabilities..

Response from CustomBooks

Hi Eugene, have you tried our new Workspace Dashboard?

kathy
Overall rating
  • Industry: Textiles
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Love the staff of Accounting Suites.

Reviewed on 2022/10/06

The in the cloud feature of this software is what i was looking for and got. Beats Sage any day.

The in the cloud feature of this software is what i was looking for and got. Beats Sage any day.

Pros

I love that i can use this software anywhere in the world. It is extremely user friendly and when i do have an issue, they are right on top of the situation and help me navigate for a better result.

Cons

The steps involved to use cloud e commerce. Seems like way too many steps.

Alternatives Considered

QuickBooks Enterprise

Reasons for Choosing CustomBooks

They were very expensive.

Switched From

Sage 100

Reasons for Switching to CustomBooks

i liked the customer service, they know me, and its not just a number or a forgotten name.

Response from CustomBooks

Hi Kathy, we'd love to jump on a call to discuss the Cloud Commerce steps. Please let our support team know and we can get it scheduled.

Russell
Russell
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Affordable but hard to use

Reviewed on 2021/09/22

I really wanted to like this because my entire practice is beholden to Intuit, but I just couldn’t...

I really wanted to like this because my entire practice is beholden to Intuit, but I just couldn’t get this to work for me and instead wasted too much time doing even the most trivial tasks month after month. I eventually gave up.

Pros

Lower cost

Not owned by Intuit

Tabbed browsing

Cannabis friendly

Multi-entity financial statements

Strong inventory tracking capabilities

Cons

Ugly UI

Inefficient navigation - everything takes too many click to do

Crashes frequently

Some menu items are randomly in Russian

Can’t cut and paste without a third party browser add on

Reports are unattractive

Bank feeds don’t auto update and must be manually updated one by one, which is very slow and inefficient

I hated using it

Response from CustomBooks

Hi Russell, we are just getting to use this review feature. I'd love to chat with you about the changes we've made in the AccountingSuite product. I think you will be impressed.

Ted McRae
[email protected]

Patrick
Overall rating
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Didn't meet soon Enough

Reviewed on 2022/10/19

Pros

This software has allowed us to grow as a company and keep better track of Inventory and cash flow. [SENSITIVE CONTENT] has been extremely helpful, from learning how to use the software to customizing the software to fit my needs. AccountingSuite supersedes any other invoice software we have ever tried. This company gets 10 out of 10 stars from us!

Cons

I wouldn't say a "Con" but there is so much AccountingSuite does that the learning curve takes a while.

Alternatives Considered

QuickBooks Enterprise

Reasons for Choosing CustomBooks

Quickbooks told me their product wasn't "smart" enough for what I needed. AccountingSuite wasn't either at first but you quickly told me that you could customized it for me, and I was willing to pay the customization fees.

Switched From

QuickBooks Desktop

Reasons for Switching to CustomBooks

Reason above
David
Overall rating
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Better Functionally Than Quickbooks Online

Reviewed on 2022/10/18

Pros

AccountingSuite is functionally superior to QBO in most aspects. While its look and feel are not as elegant, it does what I need for clients better than QBO at a better price. Conversion from QBO was painless and support is very good.

Cons

Navigation is a bit harder initially, but it is more of a cosmetic issue than anything else.

Response from CustomBooks

Thanks for the great feedback David. If you need any help at all with the navigation please let our support team know.

Showing 5 reviews of 26 Read all reviews

CustomBooks FAQs

Below are some frequently asked questions for CustomBooks.

CustomBooks offers the following pricing plans:

  • Starting from: US$19.00/month
  • Pricing model: Subscription
  • Free Trial: Available

Startup Plan: $19/mo for 1 user Business Plan: $25/mo for 2 users (concurrent) Professional Plan w/Inventory: $55/mo for 5 users (concurrent) Pro w/eCommerce Plan: $129/mo for 10 users (concurrent)

CustomBooks has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500

CustomBooks supports the following languages:

English

CustomBooks supports the following devices:

CustomBooks integrates with the following applications:

ADP Workforce Now, Avalara, BILL Accounts Payable & Receivable, Biller Genie, Gusto, PayPal, ShipStation, Shopify, Stripe, SurePayroll, Timesheet Mobile, Zapier, Zoho CRM

CustomBooks offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat

Related categories

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