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CustomBooks Logo

Accounting solution for SMBs

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CustomBooks - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

CustomBooks overview

What is 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.

Starting price

19per feature /
per month

Alternatives

with better value for money

CustomBooks’s user interface

Ease of use rating:

CustomBooks reviews

Overall rating

4.2

/5

26

Positive reviews

85

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.83/10
Rating distribution

5

4

3

2

1

14

8

2

0

2

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.”
kw

kathy w.

owner

“Software is user friendly with great features. Support is number 1 with me and they rate one of the best I have work with.”
RH

Richard H.

Owner

“Excellent highly customizable accounting solution with excellent customer support.”
AH

Alexander H.

President

Cons
“Reports are unattractive. Bank feeds don’t auto update and must be manually updated one by one, which is very slow and inefficient.”
Verified reviewer profile picture

Russell B.

CEO

“Frustrating when things that worked don't anymore until they get it fixed.”
CB

Christine B.

Owner

“Some menu items are randomly in Russian. Can’t cut and paste without a third party browser add on.”
Verified reviewer profile picture

Russell B.

CEO

Who uses CustomBooks?

Based on 26 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Accounting
Arts and Crafts
Information Technology and Services
Warehousing
Others

Use cases

Small Business Accounting
Accounting
Online Accounting
CPA Accounting
General Ledger

CustomBooks's key features

Most critical features, based on insights from CustomBooks users:

General ledger
Bank reconciliation
Billing & invoicing
Expense tracking
Invoice management
Accounts receivable

All CustomBooks features

Features rating:

Sales tax management
Receipt management
Purchase order management
Invoice processing
Accounts payable
Third-Party integrations
Inventory management
Transaction management
Time tracking
Revenue recognition
Reporting & statistics
Quotes/Estimates
Project management
Project accounting
Payment reconciliation
Multi-Location
Multi-Currency
Financial reporting
Data import/export
Credit card processing
CPA firms
Client portal
Budgeting/Forecasting
API
Alerts/Notifications
Accounting

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19

Per month

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CustomBooks pricing

Value for money rating:

Starting from

19

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about CustomBooks price and value

Value for money rating:

To see what individual users think of CustomBooks's price and value, check out the review snippets below.

“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.”
kw

kathy w.

owner

“Software is user friendly with great features. Support is number 1 with me and they rate one of the best I have work with.”
RH

Richard H.

Owner

CustomBooks integrations (18)

Integrations rated by users

We looked at 26 user reviews to identify which products are mentioned as CustomBooks integrations and how users feel about them.

PayPal logo
PayPal

Integration rating: 5.0 (1)

Gusto logo
Gusto

Integration rating: 5.0 (1)

CustomBooks support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Webinars
Live Online
Videos
Documentation

CustomBooks FAQs

Q. What type of pricing plans does CustomBooks offer?

CustomBooks has the following pricing plans:
Starting from: $19.00/month
Pricing model: Subscription
Free Trial: Available

These products have better value for money


Q. Who are the typical users of CustomBooks?

CustomBooks has the following typical customers:
Freelancers, Mid Size Business, Small Business


Q. What languages does CustomBooks support?

CustomBooks supports the following languages:
English


Q. Does CustomBooks offer an API?

Yes, CustomBooks has an API available for use.


Q. What other apps does CustomBooks integrate with?

CustomBooks integrates with the following applications:
PayPal, Zoho CRM, Zapier, BILL Accounts Payable & Receivable, Avalara, ADP Workforce Now, SurePayroll, Stripe, ShipStation, Gusto, Biller Genie, Timesheet Mobile, Shopify


Q. What level of support does CustomBooks offer?

CustomBooks offers the following support options:
Knowledge Base, Phone Support, Chat, Email/Help Desk, FAQs/Forum

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