CustomBooks Reviews

4.2
Overall rating
Reviews

4.2
Overall rating
Reviews
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User Reviews Overview

About CustomBooks

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,...

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Feature ratings

Value for Money
4.5
Functionality
4.3
Ease of Use
4.1
Customer Support
4.7

Browse CustomBooks Reviews

26 of 26 reviews
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Eugene
Eugene
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 16/10/2022

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

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?

Replied 19/10/2022
kathy
  • Industry: Textiles
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/10/2022

Love the staff of Accounting Suites.

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.

Replied 19/10/2022
Russell
Russell
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
3
Functionality
3
Ease of Use
2
Customer Support
4

3
Reviewed on 22/09/2021

Affordable but hard to use

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]

Replied 29/09/2022

Top CustomBooks Alternatives

Patrick
  • Industry: Building Materials
  • Company size: 2–10 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 19/10/2022

Didn't meet soon Enough

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
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

4
Reviewed on 18/10/2022

Better Functionally Than Quickbooks Online

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.

Replied 19/10/2022
Sam
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 19/10/2022

Look no futher for the best online accounting software!

This is ideal for a startup company or restaurant. Very easy to be up and running within a matter of minutes and help is just a phone call or chat away.

Pros

Ease of implementation and functionality. I have simple to complex clients that have needs all over the board. The small companies can be up and running in a matter of minutes. Connect the bank account, download transactions and get reconciled fast. Very important when budgets are small. Did I mention scaleable? This can grow as your client/firm grows and expands easily. A must have!

Cons

The only feature I have had difficulty with is writing rules with the incoming bank transactions. If the bank has 100k transactions per month - say because they are an online retailer, the system seems to slow way down. I actually thought it stopped a couple of times. It didn't. It must be because there is so much data to manage with those bank feeds.

Tracy
  • Industry: Arts & Crafts
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
4
Customer Support
5

5
Reviewed on 14/10/2022

Helps Me Stay Organized

It is such a win for me to have a great system to track my inventory and invoice my customers so I can quickly see who owes me money and which orders I need to process for my customers to pick up or ship to them. It helps me with some of the data I need to complete my Schedule C when filing my taxes.

Pros

I use this program to track the inventory I keep in stock for my direct sales business. I love that I can know the quantity I have in stock for any item at any time. It even lets me know the status of an item which is helpful when I don't see an item on my shelf but then I can see if I have already ordered it and it is on its way to be delivered. By tracking my inventory, I make better purchasing decisions based on fact rather than ordering what I think I may need. It is very helpful to use this system to create Sales Orders for my customers.

Cons

I do not have any accounting background. Therefore, there has been a learning curve to understand some of the features with this program. With that said, some of the features I am not using are not important to me at this time.

Damion
  • Industry: Wholesale
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 06/10/2022

Accounting Suite

A solid 8 out of 10

Pros

Easy to use and a competitive price point. Comparable to other
higher priced online solutions in the marketplace.

Cons

General Ledger should print out the Memo field on billings on screen one. There is
another memo field on another tab but that doesn't make sense to fill in twice. This causes
extra work when year end comes and a customization (export) of data must be undertaken
along with descriptions input to get a total report. Not ideal and the software should be
designed to capture all MEMO fields - Bills - Receipts - Bank Deposits - Journal Entries etc.

Alternatives Considered

QuickBooks Online Advanced and Xero

Reasons for Switching to CustomBooks

Price and ease of use.

Response from CustomBooks

Hi Damion, have you contacted support about this? We might be able to customize the report for you.

Replied 19/10/2022
Jacquie
Jacquie
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Monthly for 6-12 months
  • Review Source
Value for Money
5
Functionality
3
Ease of Use
3
Customer Support
4

3
Reviewed on 06/10/2022

Nice product for the price.

I unfortunately have not continued on with this software due to clients just not wanting to switch and having a hard time with the change. But over all I would recommend this software to people just starting out. If you have inventory and also need to do assembly builds it works great for that.

Pros

The price. Pulling multiple client financials into one, Great Support and training videos with in the file, The "TestCompany" is a great way to get familiar with the software Everyone has access to that file,
It is a great software for Inventory and Inventory builds.

Cons

This software is very different than QuickBooks, it is not as user friendly for the everyday business person, I had a hard time getting clients on board with the software.

Alternatives Considered

QuickBooks Online and Xero

Response from CustomBooks

Jacquie, Please let your partner manager know the issues you've been having. Also, have you taken our Core Certification training? We'd like to get this sorted if we can.

Replied 19/10/2022
Rudra
Rudra
  • Industry: Information Technology & Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 18/10/2022

Best Accounting Software

Pros

Easy to use and provide accounting manager to manage the work

Cons

No cons, best software for accounting services.

Steph
  • Industry: Arts & Crafts
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
4

4
Reviewed on 06/10/2022

Acct suites

Good but would like more training at our level

Pros

Inventory control, customer info, sales data

Cons

There is so much in it that I don’t know how to use or what the best way to use it for my business

Response from CustomBooks

Steph, We have a Beginner Bootcamp training course that might help you with learning more about the product. Also, we will be creating an elective training called "Customizing AccountingSuite™ & Extensions" that might be a great one for you to consider.

Replied 19/10/2022
John
  • Industry: Warehousing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 11/10/2022

The gem of the accounting show

Pros

It’s easy to use, easy to learn, and the team was easy to work with in customizing the program to fit our special needs. The help desk are very helpful and usually can fix my needs in 15-30 min.

Cons

Some standard accounting software reports aren’t included. Like avg day to pay.

Response from CustomBooks

I John, if you'd like to see and average day-to-pay report please make sure you request it from your support team and they can see what it will take to create.

Replied 19/10/2022
Sarah
  • Industry: Warehousing
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 06/10/2022

Amazing product!!

Pros

The features of Accounting Suite are extremely user friendly, and the customer support is by far the best I've ever experienced! Very satisfied with this purchase for our small business!!

Cons

There hasn't been any features that we haven't liked so far.

Response from CustomBooks

Sarah, thank you for the feedback!

Replied 19/10/2022
Christine
  • Industry: Arts & Crafts
  • Company size: Self Employed
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 03/02/2020

AccountingSuite saves me time

I have spent a lot of time working with [SENSITIVE CONTENT HIDDEN] to customize software for my business. They have been helpful and willing to work with me.

Pros

I love that I can use the software at my events and it saves me time checking people out at the end of the weekend. Software is user friendly unlike QB.

Cons

Software glitches. Frustrating when things that worked don't anymore until they get it fixed.

Kathleen
  • Industry: Computer Software
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 14/10/2022

Accounting Suite is Feature Rich

Pros

I have worked with other online software and, in most instances, add-on software was required to satisfy many user needs. I found AccountingSuite to be feature rich and, unlike other software in their group, with strong inventory capabilities. An exceptional feature is the ability to easily maintain a "sandbox" for testing and training and I must mention their support is topnotch.

Cons

The only issue I had was with integrating from another software. However, AccountingSuite worked with me until there was a viable solution.

Alexander
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 11/10/2022

Excellent highly customizable accounting solution with excellent customer support.

Excellent reporting, and integation with 3rd party billing and credit card system.

Pros

Highly customizable and excellent friendly and knowledgable support.

Cons

I never had an issue that couldn't be fixed (not a con but had to put something here).

Response from CustomBooks

Thanks for the positive review!

Replied 19/10/2022
Richard
  • Industry: Automotive
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
4
Customer Support
5

4
Reviewed on 04/03/2017

Why I love accounting suite

I have been using accounting suite for almost two years now. I am not an accountant but after working with their customer support team they have made me a much better bookkeeper. We are amazed at all the features to help me run my business. To me support is number 1 along with great features and they rate 5 stars in my book.

Pros

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

Cons

Because it runs in the cloud sometimes a bit slow.

Claude
  • Industry: Events Services
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
4
Customer Support
4

4
Reviewed on 11/10/2022

Accounting Suite Has a Great Team

I spent an hour on a video conference with the AS sales and customization team. They were really on point.

Pros

The AS team was very professional, friendly, and eager to answer all of my questions.

Cons

There is nothing that I could say negative about AS.

Alternatives Considered

NetSuite

Reasons for Switching to CustomBooks

Yes

Response from CustomBooks

Hi Claude, we are hopeful that you will come over to AccountingSuite some day in the future. It was great meeting with you and having the opportunity to show you the power of ACS

Replied 19/10/2022
Shamal
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Weekly for 6-12 months
  • Review Source
Value for Money
1
Functionality
4
Ease of Use
3
Customer Support
3

1
Reviewed on 20/04/2020

Keep Looking

Overall, the software performs everything you would want in an accounting software, but it is extremely unreliable to use due to how often it crashes.

Pros

Has all the basic features an accounting software should have

Cons

It crashes ALL THE TIME. It doesn't matter what browser you're using, or what feature you're trying to utilize, the page will often become unresponsive, causing major delays in work flow.

Response from CustomBooks

Thank you very much for your feedback. I'm sorry about your experience with our product crashing. We would very much like to speak with you to gather further information so we can look into the matter in order to resolve this.
Would you please send us an email to [email protected] and include your phone number so someone from our customer team can call you?
We look forward to hearing from you.
Kind regards,

Ted McRae

Replied 29/09/2022
Amanda
  • Industry: Accounting
  • Company size: 11–50 Employees
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 07/10/2022

The Suite Spot

I would say it has been pretty positive so far and I look forward to the continued relationship.

Pros

The cost of accounting suite is the biggest pro- it is very inexpensive, especially for a large client who has a lot of different accounts to manage. I love the support team as well! Great to work with and helped our team out a ton.

Cons

I can tell there are a lot of features still being developed. However, support has been great to our team to add things and change them along the way. It seems it is still growing and will be great.

Response from CustomBooks

Awesome Feedback Amanda, We are always adding features to AccountingSuite so this will most likely always be true.

Replied 19/10/2022
Tamra
  • Used for 2+ years
  • Review Source
Value for Money
4
Functionality
3
Ease of Use
4
Customer Support
5

4
Reviewed on 12/06/2017

Excellent for SMB which needs a robust service or product driven Inventory, with full...

Pros

A pure Cloud App. with a robust Inventory core included with A/P, A/R, P/O, S/O, G/L and Cash Management, etc.

Cons

Still new, and in development with changes rapidly occuring, and support get's affected by this, as well as training, etc.

China
  • Industry: Accounting
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
4
Customer Support
5

4
Reviewed on 11/10/2022

Great Customer support

So far, very happy with the program.

Pros

Great customer support. They will call you back and take their time to help you with the onboarding process. Opposite to another program that I was using.

Cons

The link to the tax-line does not coincide with the business returns . It seems that the link to the tax line links to a personal 1040, line item. Which makes no sense since the program, I gather, is mostly use for business. I believe they are working on this issue.

Response from CustomBooks

Thanks for the feedback China, I believe this is being worked on and you will be notified when release if you've brought this up to the support team.

Replied 19/10/2022
Verified Reviewer
  • Industry: Research
  • Used for 1-5 months
  • Review Source
Value for Money
3
Functionality
3
Ease of Use
2
Customer Support
3

1
Reviewed on 24/07/2018

I did not enjoy the quality of this application.

I got some accounting accomplished.

Pros

I liked the value for the money spent on this software. The software is not that expensive, but that reflects.

Cons

I did not like the overall quality of this software. I don't think the functionality is very user-friendly.

Doug
  • Review Source
Value for Money
0
Functionality
0
Ease of Use
4
Customer Support
5

5
Reviewed on 04/03/2016

Getting started

It's always tough to learn a new program. But, in this case, Jeannene, helped me with such ease that it was a much easier transition from what I was using to what I'm using w/ Accounting Suite.
I found her tech support to be very helpful....very helpful!
So far so good!!

Sundeep
  • Used for 1-5 months
  • Review Source
Value for Money
4
Functionality
4
Ease of Use
5
Customer Support
4

4
Reviewed on 18/03/2018

Flexible, user-friendly software

Generates reports required to prepare financial statements for clients.

Pros

Flexible, scale-able, user friendly software that can be tailored towards industry and business needs.

Cons

Experience of bugs and software crashes that required follow up from customer service. The issues were quickly resolved by the team.

26 reviews