Have Questions about Autobooks?
What is Autobooks?
Autobooks is a payment and accounting product designed for small business and can be integrated into Citizens Bank's Digital Banking suite. This solution bundles essential bank-office tools into a single, easy to use interface that includes invoicing, payments, and accounting.
Who is Autobooks for?
Autobooks is intended for business customer that have a business checking account and use Citizens Bank Digital Banking.
Here are some great fits for Autobooks:
- Businesses that send a bill/invoice for its product or needs an accounting and cash flow management platform.
- Service based business such as landscapers, plumbers, electricians, consultants, and others.
- Non-profit organizations seeking to collect donations online.
What are the benefits to using Autobooks?
Autobooks is a complete set of financial tools that can be accessed within Citizens Bank Digital Banking allowing businesses to manage their accounts and billing all in one place. With Autobooks you can:
- Create electronic and physical invoices in seconds
- Accept payments by credit card, debit card, and ACH transfer.
- Track customer payments and accounts receivable.
- Generate reports like balance sheets, income statements, and customer aging reports.
Is Autobooks safe?
Yes. Autobooks exceeds industry standard security recommendations to protect your business and financial information.
Can I turn off the credit card payment option and only accept ACH payments?
Yes
Who will have access to Autobooks?
Anyone who has access to your business's Citizens Bank Digital Banking will be able to access Autobooks. All individuals that can access Autobooks will have access to the full functionality of the service.
Will I receive an alert or email when an invoice has been paid or a payment has been made?
Autobooks will send notification of payments made within the system.
How quickly will the funds from the payments be available for use?
Funds are generally available 2-3 business days after the payment is initiated.
Do i need to download any software to use Autobooks?
No, there is no need to download any kind of software. Autobooks resides completely in Citizens Bank Digital Banking.
How is this different from QuickBooks?
Autobooks is accessed through Citizens Bank Digital Banking, so there is no need for multiple logins. Additionally, Autobooks is designed with small business owners in mind, no accountants, so it is streamlined to help you better manage your business cash flow, receivables, payables in a fully integrated accounting tool.
If my business already has QuickBooks, why should I consider switching?
Autobooks offers functionality that is similar to QuickBooks but with the need to transfer data. Autobooks offers features that are the right size for small businesses and allows a business to keep all their accounting securely in one place.
Can my business' QuickBooks information be imported into Autobooks?
Yes, customer lists can be exported out of QuickBooks and imported into Autobooks
How do I get help with my Autobooks?
Your can call the Citizens Bank Customer Service at 866-882-2265 or use secure messaging conversations with either online or mobile Digital Banking.
