# CustomBooks Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is CustomBooks the right Accounting solution for you? Explore 26 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/149594/CustomBooks/reviews

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CustomBooks

4.2 (26)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of CustomBooks

Ease of use

4.1

Customer Service

4.7

## Pros and Cons in Reviews

Jacquie M

AccountantAccounting, 2 - 10 employeesUsed the software for: 6-12 months.

“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,“

October 6, 2022

SH

Sam H

PartnerAccounting, 11 - 50 employeesUsed the software for: 1-2 years.

“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. “

October 19, 2022

KF

Kathleen F

PartnerComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months.

“An exceptional feature is the ability to easily maintain a "sandbox" for testing and training and I must mention their support is topnotch.“

October 14, 2022

Eugene W

principalProfessional Training & Coaching, 2 - 10 employeesUsed the software for: More than 2 years.

“navigation.. and reporting tools not detailed“

October 16, 2022

DW

David W

PresidentAccounting, 2 - 10 employeesUsed the software for: 6-12 months.

“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. “

October 18, 2022

JH

John H

CFOWarehousing, 11 - 50 employeesUsed the software for: More than 2 years.

“The help desk are very helpful and usually can fix my needs in 15-30 min. “

October 11, 2022

## Showing most helpful reviews

Showing 1-25 of 26 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Eugene W.  
principal  
Professional Training & Coaching  
Used the software for: 2+ years

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

October 16, 2022

5.0

ease of use

Pros

financial, costing and sales tax compliance.

Cons

navigation.. and reporting tools not detailed

Alternatives considered

[SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/)

Reason for choosing CustomBooks

ecommerce business capabilities..

Switched from

[QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

tax compliance

Review Source

Response from CustomBooks

October 19, 2022

Hi Eugene, have you tried our new Workspace Dashboard?

kW

kathy W.  
owner  
Textiles  
Used the software for: 2+ years

### "Love the staff of Accounting Suites."

October 6, 2022

5.0

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](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)

Reason for choosing CustomBooks

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

Switched from

[Sage 100](https://www.capterra.com/p/227232/Sage-100cloud/)

They were very expensive.

Review Source

Response from CustomBooks

October 19, 2022

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 B.  
CEO  
Accounting  
Used the software for: 1-2 years

### "Affordable but hard to use"

September 22, 2021

3.0

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

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

Intuit doesn’t develop QBO and instead relies on third party add ons, all while continually raising prices. Also, QBO is historically not friendly to cannabis companies using their platform while AccountingSuite openly allows them.

Review Source

Response from CustomBooks

September 29, 2022

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 ted@accountingsuite.com

PS

Patrick S.  
President  
Building Materials  
Used the software for: 1-2 years

### "Didn't meet soon Enough"

October 19, 2022

5.0

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/)

Reason for choosing CustomBooks

Reason above

Switched from

[QuickBooks Desktop](https://www.capterra.com/p/212058/QuickBooks-Desktop-Pro/)

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.

Review Source

DW

David W.  
President  
Accounting  
Used the software for: 6-12 months

### "Better Functionally Than Quickbooks Online"

October 18, 2022

4.0

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

Response from CustomBooks

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.

SH

Sam H.  
Partner  
Accounting  
Used the software for: 1-2 years

### "Look no futher for the best online accounting software!"

October 19, 2022

5.0

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.

Reason for choosing CustomBooks

Poor customer service, overkill, and impossible to do bank reconciliations using Australian style accounting.

Review Source

TR

Tracy R.  
Creative Memories Independent Advisor  
Arts and Crafts  
Used the software for: 2+ years

### "Helps Me Stay Organized"

October 14, 2022

5.0

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

DB

Damion B.  
Captain  
Wholesale  
Used the software for: 2+ years

### "Accounting Suite"

October 6, 2022

5.0

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](https://www.capterra.com/p/189398/QuickBooks-Online/)[Xero](https://www.capterra.com/p/120109/Xero/)

Reason for choosing CustomBooks

Price and ease of use.

Review Source

Response from CustomBooks

October 19, 2022

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

Jacquie M.  
Accountant  
Accounting  
Used the software for: 6-12 months

### "Nice product for the price."

October 6, 2022

3.0

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](https://www.capterra.com/p/190778/QuickBooks-Online/)[Xero](https://www.capterra.com/p/120109/Xero/)

Review Source

Response from CustomBooks

October 19, 2022

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.

Rudra P.  
Software Engineer  
Information Technology and Services  
Used the software for: 1-2 years

### "Best Accounting Software"

October 18, 2022

5.0

Pros

Easy to use and provide accounting manager to manage the work

Cons

No cons, best software for accounting services.

Review Source

ST

Steph T.  
Advisor  
Arts and Crafts  
Used the software for: 6-12 months

### "Acct suites "

October 6, 2022

4.0

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

Reason for choosing CustomBooks

Another CM advisor suggested

Review Source

Response from CustomBooks

October 19, 2022

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.

JH

John H.  
CFO  
Warehousing  
Used the software for: 2+ years

### "The gem of the accounting show"

October 11, 2022

5.0

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.

Reason 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

Response from CustomBooks

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.

SF

Sarah F.  
Inventory and Logistics Manager  
Warehousing  
Used the software for: 2+ years

### "Amazing product!!"

October 6, 2022

5.0

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.

Review Source

Response from CustomBooks

October 19, 2022

Sarah, thank you for the feedback!

CB

Christine B.  
Owner  
Arts and Crafts  
Used the software for: 2+ years

### "AccountingSuite saves me time"

February 3, 2020

5.0

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.

Reason for choosing CustomBooks

they reached out to us to give a demo

Review Source

KF

Kathleen F.  
Partner  
Computer Software  
Used the software for: Less than 6 months

### "Accounting Suite is Feature Rich"

October 14, 2022

5.0

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.

Reason for choosing CustomBooks

Price, functionality and support

Review Source

AH

Alexander H.  
President  
Information Technology and Services  
Used the software for: 1-2 years

### "Excellent highly customizable accounting solution with excellent customer support."

October 11, 2022

5.0

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).

Review Source

Response from CustomBooks

October 19, 2022

Thanks for the positive review!

RH

Richard H.  
Owner  
Automotive  
Used the software for: 2+ years

### "Why I love accounting suite"

March 4, 2017

4.0

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.

Review Source

CM

Claude M.  
Account Exec.  
Events Services  
Used the software for: I used a free trial

### "Accounting Suite Has a Great Team"

October 11, 2022

4.0

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/)

Reason for choosing CustomBooks

Yes

Review Source

Response from CustomBooks

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

SA

Shamal A.  
cpa  
Accounting  
Used the software for: 6-12 months

### "Keep Looking"

April 20, 2020

1.0

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.

Review Source

Response from CustomBooks

September 29, 2022

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 ted@accountingsuite.com 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

AJ

Amanda J.  
Controller  
Accounting  
Used the software for: Less than 6 months

### "The Suite Spot"

October 7, 2022

4.0

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.

Review Source

Response from CustomBooks

October 19, 2022

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

TG

Tamra G.  
Senior Consultant  
  
Used the software for: 2+ years

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

June 12, 2017

4.0

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.

Review Source

CS

China S.  
Sole Practitioner  
Accounting  
Used the software for: Less than 6 months

### "Great Customer support"

October 11, 2022

4.0

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.

Reason for choosing CustomBooks

I attended a webinar and I felt that the program would meet my needs. So far, I am pleased with the service provided.

Review Source

Response from CustomBooks

October 19, 2022

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.

VR

Verified Reviewer  
Site Manager  
Research  
Used the software for: Less than 6 months

### "I did not enjoy the quality of this application."

July 24, 2018

1.0

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.

Review Source

DM

Doug M.  
President  
  
Used the software for:

### "Getting started"

March 4, 2016

5.0

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!!

Review Source

SM

Sundeep M.  
Manager, assurance  
  
Used the software for: Less than 6 months

### "Flexible, user-friendly software"

March 18, 2018

4.0

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.

Review Source

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