Help: how to use Octobooks

Short answers, step by step, for everything you do in Octobooks.

Getting started

1. Create your account
2. Connect Claude
3. Hand in your first bank statement
4. Set your switches on the page Control

Everyday

1. Receipts and bills
2. Sales invoices
3. Match payments to invoices
4. Close the month
5. Your VAT return

Your account

1. Plan and billing
2. Founding members
3. Cancel your plan
4. Download everything
5. Reactivate
6. People and access
7. Two step sign in

Moving to Octobooks

1. Bring your old books
2. Starting with no old system

Trust

1. Where your data lives
2. Backups