E-commerce, apps and AI
Connect your shop and payment apps, ask Cybooks in plain words, and build on your books.
All topics
Start here
- Overview Review available integrations Find available connections and inspect company integration settings.
- Overview Start from the Ask Cybooks chat workspace Find a new conversation and the available skill choices.
Start here
Shopify
- Connect Shopify from the App Store Install the Shopify connection and select the receiving Cybooks company. 1 min
- Connect Shopify with your own app Use the Shopify setup wizard to validate app credentials and configure imports. 1 min
- Disconnect a Shopify store Stop future Shopify imports while retaining imported records. 1 min
- Review Shopify account mappings Choose the accounting destinations for Shopify import line types. 1 min
- Review Shopify payouts Inspect imported payouts and their journal and reconciliation state. 1 min
- Review Shopify VAT mappings Confirm the reporting rules used for imported Shopify line types. 1 min
- Review imported Shopify orders Inspect the Shopify order register separately from payout accounting. 1 min
- Review and reconnect Shopify Inspect Shopify connection details and use the appropriate reconnection flow. 1 min
Amazon
- Connect Amazon Seller Central Authorize Amazon to import into the selected Cybooks company. 1 min
- Disconnect Amazon Seller Central Stop Amazon imports while retaining imported accounting records. 1 min
- Review Amazon revenue completeness Compare imported settlement revenue with Amazon VAT report revenue. 1 min
- Review Amazon settlements Open imported Amazon settlements and inspect their accounting details. 1 min
- Review Amazon foreign VAT Inspect the imported foreign VAT summary by country. 1 min
- Review and reconnect Amazon Check the stored Amazon connection state and reauthorize when required. 1 min
Stripe and PayPal
- Prepare a PayPal connection Review the merchant app, credentials and import choices in the PayPal wizard. 1 min
- Disconnect PayPal Remove a PayPal connection while retaining its imported transactions. 1 min
- Connect an existing Stripe account for imports Authorize read access to import activity from an existing Stripe account. 1 min
- Disconnect Stripe imports Revoke the import connection while preserving imported records. 1 min
- Restore PayPal access or request a full re-sync Check PayPal connection health and use recovery controls for the same merchant account. 1 min
- Review and reconnect Stripe imports Check the Stripe import connection and reauthorize when needed. 1 min
Cybooks AI
- Start from the Ask Cybooks chat workspace Find a new conversation and the available skill choices. 1 min
- Review the Action Center Find AI approvals and activity for the active company. 1 min
- Review AI Knowledge skills and files AI Knowledge separates Skills from Files used in your company’s knowledge area. 1 min
Claude, the API and cloud storage
- Review API credentials Find existing API keys and understand the access needed to manage them. 1 min
- Connect Claude to a company Authorize Claude to work with the selected Cybooks company. 1 min
- Disconnect Claude Revoke Claude access for the current Cybooks company. 1 min
- Review the Cloud Storage connection screen Cloud Storage shows the Google Drive connection state for your workspace. 1 min