WyzBooks Documentation
Complete user guide for WyzBooks — a privacy-focused desktop accounting application for macOS. Double-entry bookkeeping, invoicing, bank reconciliation, and 17 financial reports.
🚀 Getting Started
Quick start guide, keyboard shortcuts, and sidebar navigation.
📊 Dashboard
At-a-glance overview: summary boxes, quick actions, bank balances, and P&L trends.
📒 Chart of Accounts
Account types, subtypes, managing accounts, and the account register.
📄 Invoices & Payments
Creating invoices, line items, recording payments, and printing.
🏷️ Items
Products and services catalog for invoice line items.
📝 Journal Entries
Double-entry bookkeeping, balancing rules, and common patterns.
👤 Customers & Vendors
Contact management, filtering, import, and export.
📈 Reports
17 financial reports across 4 categories, plus QuickBooks comparison.
🏦 Bank Register & Reconciliation
Bank and credit card registers, inline editing, and reconciliation.
⇄ Transfers
Moving funds between bank and credit card accounts.
📥 QuickBooks Import
4-step import process: IIF files, CSV transactions, and enrichment.
📦 Migrating to Another Mac
Export your data and settings, transfer, and import on the new Mac.
💾 File Management
Automatic storage, file operations, formats, and reset.
⚙️ Settings
General preferences, appearance themes, business profile, export/import, reset, and uninstall.
✅ Accounting Tests
1,223 tests validating GAAP compliance, API behavior, and multi-user sync.
🌐 REST API
HTTP API for external tools, automation, and testing.
☁️ Cloud Sync & Multi-User
Share data between multiple computers via NAS file sharing or remote cloud sync.
🖥️ API Server Operations
Deploying, managing, and troubleshooting the WyzBooks REST API server.
📱 Mobile App
On-the-go access to balances, CC charges, invoices, and payments via PWA.
💻 Command Line
CLI tool reference for importing data, resetting state, and running comparisons.
🛠️ Developer
Running from source, npm commands, testing, building, and white-screen debugging.
⚙️ INI Options
Advanced configuration via ~/.wyzbooks/wyzbooks.ini for themes, presets, and defaults.
📖 About
Product overview, key features, and license information.
📬 Contact & Support
Contact details, support resources, and version information.
📜 Terms & Conditions
Legal terms of use, warranty disclaimer, and liability limitations.
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