Get started and your account
Create your account and company, find your way around, and set who can see what.
All topics
Start here
- Overview Choose the right registration entry Open standard or accountant registration and review the first step.
- Overview Find the Getting Started landing page Locate Getting Started from the dashboard navigation.
- Overview Set up your company workspace Review the company form and distinguish workspace setup from Company-in-a-box.
- Overview Read your dashboard Open saved dashboard summaries and distinguish viewing from customization.
Create your account and company
- 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
Sign in and switch companies
- 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
Find your way around
- 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
Users, roles and security
- Prepare an invitation for a company user Open Invite users and choose the intended email addresses and roles. 1 min
- Prepare a company role and permissions Open Create Role and review the permission choices before saving. 1 min
- Review company users and roles Find active users, pending invitations, accountant access and role definitions. 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
Company details and settings
- 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
Plans and billing
- Review a plan before buying Buy a plan shows the selected plan and purchase summary before confirmation. 1 min
- Review your subscription and billing history Subscriptions shows your workspace’s current plan, addons and billing history. 1 min
- Review available add-ons Find the add-on catalog and review availability for your company. 1 min