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Guides & playbooks
Step-by-step playbooks for the workflows your team runs every week.
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Tax
UK VAT returns with AI: what to expect
How AccBooks AI prepares HMRC-ready VAT returns and what to look out for at each VAT period.
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Product
Getting started with AccBooks AI in 5 minutes
From your first upload to your first set of accounts — a quick walkthrough of how AccBooks AI works.
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Bank feeds & reconciliation
Bulk approving reconciliation matches
How to review and approve multiple high-confidence transactions in one action, saving hours of manual reconciliation time.
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Payroll
Auto-enrolment pension in AccBooks AI
How to set up your workplace pension scheme, enrol eligible employees and process pension contributions through payroll.
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Payroll
Adding employees to AccBooks AI payroll
How to add a new employee, enter their starter details, assign a tax code and set up their pay elements ready for the first payroll run.
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Collaboration
Approval workflows in AccBooks AI
How to set up multi-step approval chains for transactions, journals, invoices and payment runs — ensuring nothing is posted without sign-off.
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Fixed Assets
Capital vs revenue expenditure
How to decide whether a purchase should be treated as a capital asset or an immediate expense — and the tax implications of getting it wrong.
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Corporation Tax
Capital allowances in AccBooks AI
How capital allowances work, which assets qualify, and how AccBooks calculates AIA, writing-down allowances and first-year allowances automatically.
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Getting started
Chart of accounts overview
What the chart of accounts is, how AccBooks organises it, and how to add, rename or reclassify accounts to match your business.
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Payroll
CIS contractors in AccBooks AI
How to manage Construction Industry Scheme (CIS) deductions — verifying subcontractors, making deductions, filing monthly returns and handling gross payment status.
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Financial Reports
Cashflow forecast in AccBooks AI
How to generate, customise and interpret the cashflow forecast — projected bank balances, scenario modelling and early warning alerts.
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Financial Reports
Balance sheet report in AccBooks AI
How to generate, read and understand the balance sheet — assets, liabilities, equity and how it balances with your P&L.
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VAT & MTD
Common VAT mistakes and how to avoid them
The most frequent VAT errors AccBooks customers encounter — and how AccBooks helps you catch them before they end up on a return.
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Companies House
Companies House in AccBooks AI
How to use AccBooks to look up company information, file annual accounts and confirmation statements, and track your filing deadlines.
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Collaboration
Commenting and annotations in AccBooks AI
How to add comments to transactions, invoices and journals — flagging items for colleagues, leaving notes for auditors and resolving queries.
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Getting started
Connecting a bank feed to AccBooks AI
How to link your UK or EU bank account via Open Banking, what to do when a feed stops, and how to handle accounts that don't support Open Banking.
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VAT & MTD
Configuring VAT settings in AccBooks AI
How to enter your VAT number, choose your VAT scheme, set your filing frequency and connect to HMRC for Making Tax Digital.
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Companies House
Confirmation statements — what they are and how to file
What the annual confirmation statement covers, how to file it through AccBooks and what happens if you miss the deadline.
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Bank feeds & reconciliation
Confidence scores explained
How AccBooks AI scores its transaction classifications, what factors influence the score, and how to use scores to prioritise your review work.
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Collaboration
The AccBooks client portal
How accounting firms use the AccBooks firm portal to manage multiple clients — portfolio view, triage queue, deadlines and client communication.
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Integrations & API
Connecting Shopify to AccBooks AI
How to sync your Shopify store with AccBooks — importing orders, payouts, refunds and inventory adjustments automatically.
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Integrations & API
Connecting Stripe to AccBooks AI
How to link your Stripe account to AccBooks for automatic reconciliation of payouts, fees, refunds and subscription revenue.
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Corporation Tax
Corporation tax filing deadlines
When your CT600 must be filed, when tax must be paid, quarterly instalment rules for large companies, and what happens if you miss a deadline.
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Invoices & Sales
Credit notes and refunds in AccBooks AI
How to issue a credit note against an invoice, process a full or partial refund, and handle returns in your accounting records.
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Invoices & Sales
Creating an invoice in AccBooks AI
How to create a professional customer invoice with line items, VAT, payment terms and your company branding — and send it in one click.
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Corporation Tax
CT600 preparation in AccBooks AI
How to prepare your company tax return (CT600), review the tax computation and download the iXBRL-tagged document for filing with HMRC.
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Corporation Tax
Corporation tax overview
What corporation tax is, who pays it, when it's due, and how AccBooks AI helps you track your liability throughout the year.
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Fixed Assets
Disposing of a fixed asset
How to record the sale, scrap or part-exchange of a fixed asset in AccBooks — including profit or loss on disposal and capital allowances implications.
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Financial Reports
Exporting reports to Excel and PDF
How to download any AccBooks report as a formatted PDF or an Excel workbook — with custom branding, cover pages and scheduling.
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Fixed Assets
Depreciation methods in AccBooks AI
Straight-line vs reducing balance depreciation — how each method works, when to use each one, and how AccBooks calculates and posts the charge.
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Collaboration
Document sharing in AccBooks AI
How to upload, organise and share financial documents — receipts, invoices, contracts and reports — with team members and clients.
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VAT & MTD
Filing a VAT return with AccBooks AI
Step-by-step guide to preparing, reviewing and submitting a VAT return to HMRC via Making Tax Digital directly from AccBooks.
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Companies House
Filing deadlines calendar
A complete reference for every UK compliance filing deadline — Companies House, HMRC VAT, PAYE, corporation tax and payroll year-end.
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Fixed Assets
Fixed asset register in AccBooks AI
How to set up and maintain your fixed asset register — adding assets, tracking cost, accumulated depreciation and net book value.
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Bank feeds & reconciliation
Handling unmatched transactions
What to do when AccBooks can't automatically classify a transaction — including manual posting, creating new accounts, and marking transactions as personal.
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Bank feeds & reconciliation
How bank feeds work in AccBooks AI
A plain-English explanation of Open Banking, how AccBooks fetches your transactions, and how the AI processes them.
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Bank feeds & reconciliation
Importing bank statements manually
How to upload bank statement CSV, PDF or OFX files when a live bank feed isn't available or transactions are missing.
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Integrations & API
Integrations overview
The full list of AccBooks integrations — banks, payment providers, eCommerce platforms, payroll tools and developer APIs.
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Getting started
Importing historical data into AccBooks AI
Bring in prior-year transactions, opening balances and existing journals from Xero, QuickBooks, Sage, FreeAgent and CSV files.
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Collaboration
Inviting clients to AccBooks AI
How to give your clients secure, limited access to their own books — read-only views, approval portals and the client dashboard.
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Getting started
Inviting your team to AccBooks AI
How to add accountants, bookkeepers and read-only users — with the right roles and permissions for each.
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Corporation Tax
Marginal relief explained
How the corporation tax marginal relief works for companies with profits between £50,000 and £250,000, and how AccBooks calculates it automatically.
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Getting started
Setting up the AccBooks AI mobile app
Download, install and configure the AccBooks mobile app on iOS and Android — including biometric sign-in, push notifications and offline approvals.
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Bank feeds & reconciliation
Multi-account reconciliation
How to manage reconciliation across multiple bank accounts, currencies and entities in AccBooks AI.
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Companies House
Looking up company information in AccBooks AI
How to search the Companies House register for any UK company — checking credit, verifying directors, seeing filing history and confirming PSC data.
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Invoices & Sales
Invoice templates and branding in AccBooks AI
How to customise your invoice template — logo, colours, fonts, payment terms, footer text and custom fields.
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Payroll
P11D benefits in kind
How to record employee benefits (company cars, private medical insurance, interest-free loans) and file P11D and P11D(b) returns with HMRC.
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Payroll
P60 end of year in AccBooks AI
When P60s are generated, how to distribute them to employees, and how AccBooks handles the year-end FPS and employer obligations.
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Invoices & Sales
Payment tracking in AccBooks AI
How AccBooks tracks outstanding invoices, matches incoming bank payments automatically, and helps you chase overdue customers.
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Financial Reports
Profit and loss report in AccBooks AI
How to generate, read and customise the P&L report — including management accounts format, period comparisons and drill-down to transactions.
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Financial Reports
Period locks in AccBooks AI
How to lock accounting periods to prevent historical changes, manage lock dates and unlock periods when corrections are needed.
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Bank feeds & reconciliation
Using reconciliation rules
Create automatic rules that classify recurring transactions without any manual review — saving hours of repetitive work every month.
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Bank feeds & reconciliation
Reconnecting a bank feed
Step-by-step instructions for re-authorising an expired or broken Open Banking connection, and what to do when transactions are missing.
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Invoices & Sales
Recording a sale in AccBooks AI
How to record sales income — from bank receipts, through invoices, and direct journal entries for cash sales.
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VAT & MTD
Reverse charge VAT in AccBooks AI
How to handle domestic reverse charge for construction services, and the standard reverse charge on services received from overseas suppliers.
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Bank feeds & reconciliation
Reconciling transactions in AccBooks AI
How to work through the reconciliation queue, approve AI matches, manually classify transactions and handle edge cases.
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Invoices & Sales
Recurring invoices in AccBooks AI
How to set up automatic recurring invoices for regular customers — monthly retainers, subscriptions and standing orders.
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Collaboration
Role-based access control in AccBooks AI
How permissions work across Owner, Accountant, Bookkeeper, Read-only and Client roles — and how to create custom permission sets.
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Payroll
Running payroll in AccBooks AI
How to process a payroll run — from reviewing gross pay to submitting an RTI Full Payment Submission (FPS) to HMRC.
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Payroll
RTI submissions explained
What Real Time Information (RTI) submissions are, how AccBooks sends them automatically, and what to do when HMRC rejects one.
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Invoices & Sales
Sending invoices by email in AccBooks AI
How to email invoices to customers directly from AccBooks — customising the email, tracking delivery and adding payment links.
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Getting started
Setting up your company in AccBooks AI
A step-by-step guide to configuring your company profile, financial year, chart of accounts and first bank connection.
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Payroll
Statutory Maternity and Paternity Pay (SMP/SPP)
How to calculate SMP and SPP, record maternity/paternity leave and include it on payslips — including the 3% employer NI credit.
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Bank feeds & reconciliation
Splitting a transaction across multiple accounts
How to divide a single bank transaction between two or more nominal codes when it covers different expense types.
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Payroll
Statutory Sick Pay (SSP) in AccBooks AI
How to record sick leave, calculate SSP entitlement and include it on payslips — including qualifying days, waiting days and HMRC notification.
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Financial Reports
Trading account in AccBooks AI
What the trading account shows, how it differs from the full P&L and how to generate it as a standalone report.
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Financial Reports
Trial balance in AccBooks AI
How to generate and use the trial balance to verify your ledger, identify posting errors and prepare for period-end and year-end close.
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Payroll
Understanding payslips in AccBooks AI
What every section of an AccBooks payslip means — gross pay, deductions, net pay, year-to-date figures and statutory payments.
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Getting started
Understanding the AccBooks AI dashboard
A tour of every panel on the main dashboard — cashflow, P&L summary, pending actions, bank balances and the AI activity feed.
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VAT & MTD
VAT adjustments and corrections
How to correct VAT errors on past returns — whether they're small enough to adjust on the next return or large enough to require direct HMRC notification.
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VAT & MTD
VAT on imports and exports
How to handle UK VAT on imports from the EU and worldwide, postponed VAT accounting, and zero-rating exports of goods and services.
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VAT & MTD
Zero-rated and exempt transactions
Understanding the difference between zero-rated, exempt and outside-the-scope transactions, and how to classify them correctly in AccBooks AI.
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Financial Reports
Year-end statutory accounts in AccBooks AI
How to prepare and file statutory accounts to Companies House — including the year-end close process, iXBRL tagging and micro-entity options.
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Integrations & API
Webhooks in AccBooks AI
How to set up webhooks to receive real-time notifications when events happen in AccBooks — new transactions, paid invoices, payroll runs and more.
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Integrations & API
Using the AccBooks API
How to authenticate with the AccBooks REST API, explore available endpoints and integrate AccBooks data with your own tools.
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