--- title: "CustomBooks Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about CustomBooks Software - reviews, pricing plans, popular comparisons to other Accounting products and more." source_url: "https://www.capterra.com/p/149594/CustomBooks/" page_type: "product" language: "en" --- # CustomBooks Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CustomBooks ## What is CustomBooks? CustomBooks™ is a powerful, all-in-one business application that combines accounting, cloud banking, order management, inventory, project, and time tracking into one cloud-driven platform. Cloud-Based access helps you make smarter decisions faster with convenient retrieval of your critical business data from any laptop or tablet with a web browser. From start-ups to small business owners to accountants and bookkeepers, CustomBooks™ is flexible, powerful, and reliable. Try it free ## What is CustomBooks used for? [Accounting](https://www.capterra.com/accounting-software/)[General Ledger](https://www.capterra.com/general-ledger-software/)[Inventory Control](https://www.capterra.com/inventory-control-software/) Top alternative Featured Overall rating Based on 26 user reviews Reviews sentiment Positive 85% Neutral 8% Negative 8% Starting price $19 Per Feature, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for CustomBooks?[Manage this product listing](https://www.g2.com/products/custombooks/claim_requests/new?auto=true) ## CustomBooks Overview Updated September 2026 AI summary CustomBooks offers small and midsize businesses a cloud-based accounting solution with features like invoicing, accounts payable and receivable, financial reporting, and multi-currency support. It accommodates multi-location needs, provides sales tax management, and supports integrations via API. Reviewers consistently note its affordability and the ability to manage inventory and client billing, with a user interface some find less polished. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### CustomBooks 4.2 (26) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $19 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (26) Ease Of Use 4.2 (643) Value For Money 4.5 (25) Value For Money 4.0 (550) Customer Service 4.7 (26) Customer Service 4.0 (582) ## CustomBooks alternatives [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) [4.5 (20,684)](https://www.capterra.com/p/174984/QuickBooks-Enterprise/reviews/) Starting price $2210.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) [Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/) [4.1 (411)](https://www.capterra.com/p/227232/Sage-100cloud/reviews/) Starting price $7500.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/227232/Sage-100cloud/) ## FAQs about CustomBooks Overview ### Which roles and teams benefit most from CustomBooks? CustomBooks is most used by business owners, presidents, partners, and finance leaders who need clear bookkeeping, reporting, and cash-flow visibility. Accountants, controllers, and advisors rely on it for managing client books and compliance, while operations managers and independent professionals use it to track inventory, expenses, and day-to-day financial performance. Answer based on 26 reviews Overview ### What company size and industries is CustomBooks built for? CustomBooks is built for small businesses, with 100% of reviewers from that segment, especially accounting firms at 32%. It serves startups, small business owners, accountants, and bookkeepers, and reviewer data also shows use in Arts and Crafts at 14% and Warehousing at 9%, alongside order, inventory, and time-tracking needs. Answer based on 26 reviews Features and Usability ### What are the key features of CustomBooks? CustomBooks offers accounting and financial tools such as accounts payable, accounts receivable, general ledger, bank reconciliation, billing and invoicing, and financial reporting. It also includes inventory management, order management, purchase order management, shipment tracking, time tracking, CRM, ERP integration, and ad hoc reporting. Integrations ### Which third-party tools and platforms does CustomBooks integrate with? CustomBooks integrates with 12 third-party tools, including accounting, payments, payroll, ecommerce, and automation platforms. Key integrations include Gusto, PayPal, Stripe, Shopify, ShipStation, Avalara, ADP Workforce Now, BILL Accounts Payable & Receivable, SurePayroll, Zoho CRM, Biller Genie, and Zapier. Answer based on 3 reviews Getting Started and Support ### What training and onboarding options does CustomBooks offer? CustomBooks provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation offers written reference material and videos provide self-paced learning resources for setup and feature review. Answer based on 5 reviews Getting Started and Support ### What customer support options does CustomBooks offer? CustomBooks offers Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users report helpful support, often with quick fixes and clear guidance, though some mention bugs and crashes that needed follow-up. Overall, support is described as responsive and easy to work with. Answer based on 4 reviews ## Features AI summary Based on 11,413 Accounting reviews According to Capterra reviewers, these are the accounting features buyers prioritize most when evaluating a solution: - **Reporting/Analytics** (**58%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**58%**) - **Inventory Control** (**55%**) CustomBooks includes other accounting capabilities that reviewers also consider important, such as **Invoice Management** (**61%**) and **Invoice Processing** (**57%**). These features help businesses handle billing more efficiently, keep payment workflows organized, and maintain clearer records of customer transactions, allowing teams to manage day-to-day financial operations with greater consistency. Invoice Management 4.3 (8) 75.00% of 8 reviewers that rated this feature as important or highly important Captures invoice data and maintains comprehensive records for auditing and reporting purposes Invoice Processing 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made Billing & Invoicing 4.5 (13) 76.92% of 13 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers General Ledger 4.8 (12) 75.00% of 12 reviewers that rated this feature as important or highly important Centralized accounting record which tracks all financial transactions Bank Reconciliation 4.2 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Compare and match accounting/financial records with corresponding bank statements Expense Tracking 4.5 (10) 80.00% of 10 reviewers that rated this feature as important or highly important Monitor and record expenses such as purchases or charges incurred CustomBooks 39 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounts Payable: Track money owed to a company's creditors/suppliers - Accounts Receivable: Track outstanding invoices and the money owed from clients - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Budgeting/Forecasting: Create budgets based on historical data and future projections - Categorization/Grouping: Organize and group data or items based on various criteria - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - CPA Firms: Software for Certified Public Accountants to aid clients in achieving financial goals. - Credit Card Processing: Accept and process credit card transactions - Data Import/Export: Import and export data to and from software applications - Electronic Payments: Electronically collect payments for goods or services - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Financial Reporting: Generate reports to assess the financial performance of an organization - General Ledger: Centralized accounting record which tracks all financial transactions - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Tracking: Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Order Management: Manage and track customer orders for goods, investments, or any other purchases - Payment Reconciliation: Reconcile payments with corresponding invoices or orders for accounting purposes - Project Accounting: Manage and track financials on a project-to-project basis - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Purchase Order Management: Create, send, and track purchase orders and their statuses - Quotes/Estimates: Generate quotes or estimates for customers - Receipt Management: Upload, track, and submit receipts in a central database - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - Sales Order Management: An order generated by a seller to a customer, containing details about products or services - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time Tracking: Measure and track time including hours worked and paid time off (PTO) - Transaction Management: Manage, record and track all business exchanges in form of money and its related interactions in the system - Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. --- Get Advice We can help you find the software with the features you need. Features 4.3 (25) 4.3 Based on 25 reviews ## Pricing Value for money 4.5 (25) Free Trial Basic $19.00 Per Feature,Per Month Value for money 4.5 (25) 4.5 Based on 25 reviews ## Integrations [ PayPal](https://www.capterra.com/p/207944/PayPal/)[ ADP Workforce Now](https://www.capterra.com/p/155895/WorkforceNow/)[ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Stripe](https://www.capterra.com/p/123889/Stripe/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ ShipStation](https://www.capterra.com/p/155621/ShipStation/)[ Avalara](https://www.capterra.com/p/75673/AvaTax/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.7 (26) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.7 (26) 4.7 Based on 26 reviews ## User reviews Overall rating 4.2 Based on 26 reviews Filter by rating 5(14) 4(8) 3(2) 2(0) 1(2) Mentioned topic Sorted by most recent SH Sam H. Partner Accounting ### "Look no futher for the best online accounting software!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 19, 2022 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. Reasons for choosing CustomBooks Poor customer service, overkill, and impossible to do bank reconciliations using Australian style accounting. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PS Patrick S. President Building Materials ### "Didn't meet soon Enough" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 19, 2022 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](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Reasons for choosing CustomBooks Reason above Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DW David W. President Accounting ### "Better Functionally Than Quickbooks Online" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 October 18, 2022 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. Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Better price for the functionality required by the clients Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 19, 2022 Thanks for the great feedback David. If you need any help at all with the navigation please let our support team know. Rudra P. Software Engineer Information Technology and Services ### "Best Accounting Software" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 18, 2022 Pros Easy to use and provide accounting manager to manage the work Cons No cons, best software for accounting services. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Eugene W. principal Professional Training & Coaching ### "Great for costing, especially ecommerce related items and sales tax compliance.." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 16, 2022 ease of use Pros financial, costing and sales tax compliance. Cons navigation.. and reporting tools not detailed Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) tax compliance Alternatives considered [SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/) Reasons for choosing CustomBooks ecommerce business capabilities.. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 19, 2022 Hi Eugene, have you tried our new Workspace Dashboard? KF Kathleen F. Partner Computer Software ### "Accounting Suite is Feature Rich" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 14, 2022 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. Reasons for choosing CustomBooks Price, functionality and support Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TR Tracy R. Creative Memories Independent Advisor Arts and Crafts ### "Helps Me Stay Organized" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 14, 2022 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Claude M. Account Exec. Events Services ### "Accounting Suite Has a Great Team" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 October 11, 2022 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](https://www.capterra.com/p/135757/NetSuite/) Reasons for choosing CustomBooks Yes Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 19, 2022 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 AH Alexander H. President Information Technology and Services ### "Excellent highly customizable accounting solution with excellent customer support." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 11, 2022 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). Switched from [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 19, 2022 Thanks for the positive review! JH John H. CFO Warehousing ### "The gem of the accounting show" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 11, 2022 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. Reasons for choosing CustomBooks I liked how small the company was compared to the larger ones. Felt like I would see more attention and quicker turnaround time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor October 19, 2022 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. [View all Reviews](https://www.capterra.com/p/149594/CustomBooks/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.