Practice settings

It is important that you personalise Checkmybooks so that you get the most out of it for your own practice. Your first step should be to upload your firm's logo and check your contact details.

Managing your practice settings

About the Settings menu

The Settings menu is where you can deal with the configuration and administration of your Checkmybooks account. You can also access this help site and contact support using the options on this menu.

The Practice Details and Preferences pages are the ones you should look at as soon as you start using the software.