For accountants
Set up your practice, open your clients’ books, and do the month-end and VAT work in them.
All topics
Get started and your account 19
- Choose the right registration entry Open standard or accountant registration and review the first step. 1 min
- Find the Getting Started landing page Locate Getting Started from the dashboard navigation. 1 min
- Set up your company workspace Review the company form and distinguish workspace setup from Company-in-a-box. 1 min
- Check your registration verification email Find the verification message and continue registration from its link. 1 min
- Choose the company you want to work in Use the account chooser to select an available company before working on its books. 1 min
- Sign in from a company invitation Review the invited email address before accepting access through sign-in. 1 min
- Request a password reset Open password recovery and request instructions for your account email. 1 min
- Sign in to Cybooks Use your password, Google sign-in or a registered passkey to access your account. 1 min
- Recognize the single sign-on authentication screen Authenticate is a transition screen in the single sign-on flow. 1 min
- Read your dashboard Open saved dashboard summaries and distinguish viewing from customization. 1 min
- Find generated exports in Downloads Open Download Center to check the exports available for your company. 1 min
- Read recent product updates Recent Updates is the product update timeline inside Cybooks. 1 min
- Review your password and sign-in security Find Change password, two-factor authentication and registered passkeys in User Profile. 1 min
- Review your user profile Find personal account details and preferences in User Profile. 1 min
- Review the company profile Find company identity and settings before making a profile change. 1 min
- Review directors and shareholders Find related-party records and inspect their roles, ownership and status. 1 min
- Find imports, exports and saved column matches Import and export settings separates bringing records into Cybooks from taking a copy out. 1 min
- Find branch records Open the branch list and understand which actions your access permits. 1 min
- Review Custom Fields Custom Fields holds the additional fields attached to business records. 1 min
Bank and reconcile 16
- Connect a bank account Start a supported bank feed or prepare a manual bank account. 3 min
- Banking in Cybooks Find connected bank accounts and open the To review, Bank feed, and Reconciled views. 2 min
- Disconnect a bank feed or archive a manual account Review preserved records before disconnecting a feed or archiving a manual account. 2 min
- Manage a bank account and its connection Edit allowed account details, request a refresh or restore an expired connection. 1 min
- Understand bank-feed access and refreshes Review the connection guide and find the refresh status for a connected account. 1 min
- Choose a bank feed or statement import Choose how bank transactions enter Cybooks and understand feed refresh timing. 1 min
- Upload and review a bank statement Select an account, check column mapping and review duplicates before importing. 5 min
- Resolve statement upload and import errors Use upload errors, duplicate review and run status to identify what needs attention. 1 min
- Review bank rules and prepare a new rule Inspect rule conditions and categorization settings before saving a bank rule. 1 min
- Review a partial invoice payment Choose how to handle the balance left on an invoice before saving its match. 1 min
- Review and reconcile a bank statement line Compare a bank line with documents or prepare a categorization before saving. 1 min
- Review a transfer between bank accounts Choose the destination account before recording a bank line as a transfer. 1 min
- Undo a reconciled bank transaction Review the removal confirmation before reversing a bank booking. 1 min
- Fix missing or duplicate bank-feed transactions Check connection health and duplicate warnings before changing bank lines. 1 min
- Understand a blocked bank change in a closed period Use the closing-date message to identify why a bank action was refused. 1 min
- Investigate a balance difference or missing match Compare bank and books balances, then review available records before reconciling. 1 min
Sales and getting paid 12
- Sales and invoicing in Cybooks Open the Sales and Payment workspace and find the available sales workflows. 2 min
- Open a repeating invoice schedule New repeating invoice is the entry point for preparing a repeating invoice schedule. 1 min
- Start a new credit note Open Credit Notes and navigate to the credit-note creation screen without saving or posting a credit note. 2 min
- Start a new estimate Open Estimates and navigate to the estimate-creation screen without saving or sending an estimate. 2 min
- Start a new invoice Open Invoices and navigate to the invoice-creation screen without saving, approving, or sending an invoice. 2 min
- Start a new customer record Open Customer Management and navigate to the new-customer screen without saving a customer. 2 min
- Start a new product or service Open Products and Services and display the New Item form without saving an item. 2 min
- Review a warehouse summary and products A warehouse detail page separates its Summary from its Products. 1 min
- Open Record a payment for an invoice Display the manual payment form for an eligible unpaid invoice without confirming or writing a payment. 2 min
- Review invoice reminders and discount accounts Invoice Settings brings invoice reminders and default discount accounts onto one page. 1 min
- Review Document Templates Document Templates is the catalog of presentation templates used for documents sent to customers and suppliers. 1 min
- Review text templates for documents and emails Text template lists reusable text for documents and email messages. 1 min
Bills and expenses 8
- Purchases in Cybooks Open the permission-gated Bills workspace without changing a purchase document. 2 min
- Find the document upload action Open a first-run document inbox and find Upload documents without selecting a file. 2 min
- Start a new bill Open Bills and navigate to the bill-creation screen without saving or posting a bill. 2 min
- Start a new vendor credit Open Vendor Credits and navigate to the creation screen without saving or approving a vendor credit. 2 min
- Start a new vendor record Open Vendor Management and navigate to the vendor-creation screen without saving a vendor. 2 min
- Review possible duplicate vendors Duplicate vendors lists possible matches for review. Cybooks does not automatically merge vendors from this list. 1 min
- Open Record a payment for a bill Display the outgoing-payment form for an open bill without confirming or writing a payment. 2 min
- Review possible subscriptions Open the possible-subscriptions view without confirming, ignoring, or editing a transaction. 2 min
VAT and tax 15
- Open VAT return setup Set up your VAT returns is the first-run overview for a company that has not configured VAT reporting. 1 min
- Review VAT reporting settings VAT settings brings the reporting calendar and filing method together. 1 min
- Review tax rules and their access controls Tax rules lists the rules available for use on your company’s records. 1 min
- Read the rate shown for a tax rule The Tax rules list displays each rule’s charged Tax rate alongside its Tax Type. 1 min
- Review and mark an OSS return as submitted OSS Returns separates setting up OSS reporting from reviewing and finalising a quarterly return. 1 min
- Review and record a VAT filing Review your VAT return in Cybooks, complete the filing in Tax For All, then record the result using the appropriate filing method. 1 min
- Set up and record VIES filings VIES has its own monthly reporting cadence, separate from quarterly VAT reporting. 1 min
- Understand the lock created by VAT and OSS filing Filing VAT or OSS protects the accounting period behind that filing. 1 min
- Find completed VAT and VIES filings Filed returns lists completed VAT and VIES filings together with their payment status. 1 min
- Understand corrections after filing VAT The VAT overview explains how Cybooks handles a mistake found after filing. 1 min
- Review IP Box assets and settings Find IP assets, inspect their detail views and review company regime settings. 1 min
- Review the provisional tax dashboard Provisional Tax separates estimates from the actions that finalize them or record payments. 1 min
- Review IP Box settings IP Box Settings shows the IP Box Regime controls for your company. 1 min
- Review a return in the earlier VAT workspace The earlier VAT review shows a selected return’s figures, transactions and exceptions. 1 min
- Find the earlier VAT Returns workspace The earlier VAT Returns workspace separates return records from generated files. 1 min
Payroll and people 8
- Review payroll setup Locate payroll activation and the settings needed for company payroll configuration. 2 min
- Review employees and request time off Find employee records and use the time off request form with the appropriate access. 2 min
- Review leave requests, approvals and policies Use the leave register, approved calendar, approval inbox and policy settings. 2 min
- Review leave liability as of a date Open the report and select the date for the liability view. 1 min
- Review a draft pay run Open the selected draft and verify its pay period before further payroll actions. 1 min
- Review pay runs Find the intended pay period and open an existing draft. 1 min
- Review the reimbursement workspace Find employee reimbursement agreements available to your account. 1 min
- Review reimbursement settings Reimbursements settings includes the Market rent corridor (Cyprus) used in the reimbursement configuration. 1 min
Accounting and reports 30
- Find the report you need Use the Reports hub to find the reports available to your company and role. 1 min
- Read the Account Transactions report Review transaction details for selected accounts and dates. 1 min
- Review Aged Payables See outstanding vendor balances grouped by age at a selected date. 1 min
- Review Aged Receivables See outstanding customer balances grouped by age at a selected date. 1 min
- Read the Balance Sheet Review account balances at a selected date and compare them with another period. 1 min
- Read the Cashflow Statement Review cash-flow presentation for a chosen period and comparison. 1 min
- Review the Customer Statements list Find customer statement balances for a selected period. 1 min
- Read the Detail General Ledger Inspect ledger entries by account with opening, movement and closing balances. 1 min
- Review fixed-asset movement and reconciliation reports Compare asset movements and the asset register with reported accounting balances. 1 min
- Read the Journal Report Find journal details for a selected period without changing the journals. 1 min
- Review Owner's Money Find the owner-money balance view and understand its empty state. 1 min
- Read the Profit & Loss report Review income and expense presentation for a chosen period and comparison. 1 min
- Read the Trial Balance Review account debit and credit balances through a selected date. 1 min
- Review the Vendor Statements list Find vendor statement balances for a selected period. 1 min
- Find your Cashflow Forecast scenarios Open the forecast workspace and identify the scenario and date range being displayed. 1 min
- Find management reports and understand draft status Review saved management reports and distinguish an unpublished draft from an issued version. 1 min
- Review the Chart of Accounts Find account names, codes and categories in your company account catalog. 1 min
- Find manual journals and inspect a journal form Review the manual journal list and the details of a journal before making changes. 1 min
- Review the company Audit Trail Find recorded activity using the Audit Trail filters. 1 min
- Review existing opening balances Find general-ledger and contact opening balances before planning a change. 1 min
- Review an existing month-end review Open the saved review for a specific period and profile and read its checks. 1 min
- Understand the locks on your books Review reversible closing dates, filed-tax protection and permanent hard locks. 1 min
- Review a bank revaluation preview Check a dated foreign-currency revaluation calculation before posting. 1 min
- Review Realised Gains and Losses Filter realised gains and losses by period, source type and currency. 1 min
- Review your workspace currencies Currencies lists the currency names and symbols configured for your workspace, including the currency marked Base Currency. 1 min
- Review fixed assets, acquisition choices and asset types Find an asset record and understand the starting choices for adding an asset. 1 min
- Review dividends and start a declaration Find dividend records and inspect the first declaration step. 1 min
- Find and inspect funding bodies Open the funding-body register and locate the separate create and detail screens. 1 min
- Find and inspect funding claims Open the claim register and review an existing claim. 1 min
- Read your funding overview Compare funding totals, claim status and funding-body summaries. 1 min
E-commerce, apps and AI 28
- Review available integrations Find available connections and inspect company integration settings. 1 min
- 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
- 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
- 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
- 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
- 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
Accountants and teamwork 20
- Find clients and review their workspace Open the practice client list, prepare an Add a client form, and find client-specific records. 2 min
- Find practice projects and review their work Open a client project to review its tasks, team chat and files. 1 min
- Review practice team members and roles Find your practice team and inspect the permission matrix used by accountant roles. 1 min
- Review the practice inbox and open a conversation draft Find practice conversations and prepare the New Conversation composer. 1 min
- Review your practice email accounts Find the mailboxes connected to your accountant account and check their status. 1 min
- Review your practice company profile Find the company identity and contact details held for your accounting practice. 1 min
- Review practice service items Find service names and rates in your practice settings. 1 min
- Review practice subscriptions and billing Distinguish subscriptions billed to your firm from subscriptions billed to clients. 1 min
- Find and inspect workflow templates Review reusable practice templates, their sections and default settings. 1 min
- Find projects, tasks and project documents Projects brings project work into one place. Start with the project list, then open the project whose work you want to review. 1 min
- Find project labels, tags and tag groups Project labels, Tags and Tag Groups are separate ways to organise information. 1 min
- Review project workflows Project workflows lists the status workflows available for project work and identifies the default workflow. 1 min
- Review team and individual timesheets Timesheets provides a team report and a separate view for an individual team member. 1 min
- Open the calendar Find your calendar and identify its date and view controls. 1 min
- Find clips and open a shared recording Understand the difference between the company clip library and a shared clip link. 1 min
- Find a SyncUp call SyncUp has separate entry points for signed-in workspace members and guests using a call link. 1 min
- Find conversations in workspace Chat Workspace Chat brings the available conversation rooms into one sidebar. 1 min
- Review contact migration mappings Inspect current contacts before proceeding to migration review. 1 min
- Review your CRM pipeline Open the pipeline or an existing lead while keeping write actions separate. 1 min
- Find documents and the document-chat entry Browse documents and identify the separate collaboration surface. 1 min