--- description: Review of CustomBooks Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: CustomBooks | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [CPA Accounting Software](/directory/287/cpa-software/software) > [CustomBooks](/software/64401/CustomBooks) # CustomBooks Canonical: https://www.softwareadvice.co.nz/software/64401/CustomBooks Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/64401/CustomBooks?page=2) > CustomBooks™ is a cloud-based, integrated accounting and inventory management solution designed for businesses of all sizes and industries. Key features include sales and purchase order management, project and time tracking, multitasking, custom and ad hoc reporting and more. CustomBooks™ offers a cloud banking facility that syncs and reconciles bank and credit card transactions automatically with the main system. A sales module helps manage details around customer service transactions and sales orders. An account reporting feature provides users access to accounting data and allows them to generate a variety of financial reports for business needs. CustomBooks™ also includes a purchasing module that takes care of purchase orders, vendor bills, inventory receipts and shipment refunds. In addition, the solution also includes a project tracking feature that lets users assign costs to projects, track time and resources spent on projects and individual tasks and bill clients accordingly. CustomBooks™ is available for a monthly subscription fee and offers support via an online portal, phone and email. > > Verdict: Rated **4.2/5** by 26 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.2/5** | 26 Reviews | | Ease of Use | 4.1/5 | Based on overall reviews | | Customer Support | 4.7/5 | Based on overall reviews | | Value for Money | 4.5/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: CustomBooks - **Location**: San Francisco, US - **Founded**: 2012 ## Commercial Context - **Starting Price**: US$19.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: 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) - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: United States ## Features - API - Accounting - Accounts Payable - Accounts Receivable - Alerts/Notifications - Bank Reconciliation - Billing & Invoicing - Budgeting/Forecasting - CPA Firms - Client Portal - Credit Card Processing - Data Import/Export - Expense Tracking - Financial Reporting - General Ledger - Inventory Management - Invoice Management - Invoice Processing - Multi-Currency - Multi-Location ## Integrations (13 total) - ADP Workforce Now - Avalara - BILL Accounts Payable & Receivable - Biller Genie - Gusto - PayPal - ShipStation - Shopify - Stripe - SurePayroll - Timesheet Mobile - Zapier - Zoho CRM ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [CPA Accounting Software](https://www.softwareadvice.co.nz/directory/287/cpa-software/software) ## Related Categories - [CPA Accounting Software](https://www.softwareadvice.co.nz/directory/287/cpa-software/software) - [Farm Accounting Software](https://www.softwareadvice.co.nz/directory/289/agriculture-software/software) - [Bank Accounting Software](https://www.softwareadvice.co.nz/directory/291/banking-mortgage-software/software) - [Engineering Accounting Software](https://www.softwareadvice.co.nz/directory/297/engineering-software/software) - [Medical Accounting Software](https://www.softwareadvice.co.nz/directory/299/healthcare-social-services-software/software) ## Alternatives 1. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2041 reviews) 2. [Zoho Books](https://www.softwareadvice.co.nz/software/392386/zoho-books) — 4.4/5 (672 reviews) 3. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20639 reviews) 4. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1043 reviews) 5. [Sage Intacct](https://www.softwareadvice.co.nz/software/1710/sage-intacct) — 4.3/5 (684 reviews) ## Reviews ### "Great for costing, especially ecommerce related items and sales tax compliance.." — 5.0/5 > **Eugene** | *16 October 2022* | Professional Training & Coaching | Recommendation rating: 9.0/10 > > **Pros**: financial, costing and sales tax compliance. > > **Cons**: navigation.. and reporting tools not detailed > > ease of use ----- ### "Love the staff of Accounting Suites." — 5.0/5 > **kathy** | *6 October 2022* | Textiles | Recommendation rating: 10.0/10 > > **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. > > The in the cloud feature of this software is what i was looking for and got. Beats Sage any day. ----- ### "Affordable but hard to use" — 3.0/5 > **Russell** | *22 September 2021* | Accounting | Recommendation rating: 3.0/10 > > **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 > > 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. ----- ### "Didn't meet soon Enough" — 5.0/5 > **Patrick** | *19 October 2022* | Building Materials | Recommendation rating: 10.0/10 > > **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. ----- ### "Better Functionally Than Quickbooks Online" — 4.0/5 > **David** | *18 October 2022* | Accounting | Recommendation rating: 8.0/10 > > **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. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/64401/CustomBooks?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/64401/CustomBooks) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data