User guide

Lync User Guide

Follow short, task-based steps for clients, invoices, receipts, and cash flow. Screenshots use sample data.

Get set up

Create an account, finish the in-app setup, and you are ready to add your first client.

Create your account

  1. Open Lync on the web or install the Android app from Google Play.
  2. Choose the option to create an account and follow the in-app steps.

Complete business setup

  1. Follow the business setup prompts in the app.
  2. Select your business currency and enter the details requested.
  3. When setup is complete, open the dashboard to continue.