Banking
Find bank accounts and understand their available views.
Review bank rules and prepare a new rule
Inspect rule conditions and categorization settings before saving a bank rule.
Prepare a PayPal connection
Review the merchant app, credentials and import choices in the PayPal wizard.
Disconnect PayPal
Remove a PayPal connection while retaining its imported transactions.
Banking in Cybooks
Find connected bank accounts and open the To review, Bank feed, and Reconciled views.
Restore PayPal access or request a full re-sync
Check PayPal connection health and use recovery controls for the same merchant account.