Help with using Checkmybooks

Getting started, adding clients or jobs, or using any of Checkmybooks' features? This guide provides comprehensive help.


Getting Started

How to setup your practice account, add managers and configure the settings that you want.

Review Points Explained

Detailed information on exactly what each of our Review Points means and what our automated checks look for.

Clients and Jobs

Managing your clients and year end jobs explained. Learn how to add and edit clients and manage job progress.

Practice Settings

Understand how to customise Checkmybooks to work the way best suited to your accountancy practice.

Processing a Job

Learn about how you process a client year end job. Working with review points and making adjustments.

Release Notes

Checkmybooks is improved and updated on a regular basis. Check the release notes to see what's changed.