You can add clients or organisations on MYOB, QuickBooks or other software to your account so that they are included within your streamlined process workflows set up in XBert.

At the moment XBert integrates with Xero, but MYOB, QuickBooks and other accounting software integrations are coming soon. Although we can't access your data, add these organisations so you never miss a deadline!

You won't receive XBert alerts for these organisations, but you can allocate Template Tasks to these clients, create and assign tasks and track workflow.

Follow us across our social channels and we'll let you when our MYOB, QuickBooks and other software data integrations are ready.

Add MYOB, QuickBooks, ReckonOne or Sage organisations to XBert

1. If you're creating your XBert CONNECT account, you'll be prompted to load organisations during set up. If you're an existing customer and want to add more organisations, select Add Organisation from the panel menu on the far right of your portal.

XBert_CONNECT_AddOrganisation.png

2. Select your cloud accounting software from the options listed.

3. Enter the client or organisation name. That client will now appear on your Work Board, Team View and Organisations dashboards in your CONNECT portal.

XBert_CONNECT_AddOrganisation_MYOB.png

Adding other cloud accounting software organisations, or organisations you manage off the cloud to XBert

1. If you're creating your XBert CONNECT account, you'll be prompted to load organisations during set up. If you're an existing customer and want to add more organisations, select Add Organisation from the panel menu on the far right of your portal.

2. Select Other.

3. Enter the software you use and the client or organisation name. That client will now appear on your Work board, Team View and Organisations dashboards in your CONNECT portal.

XBert_CONNECT_AddOrganisation_OtherSoftware.png

When finished, the client organisations will appear on your Work board, Team View, XBerts & Tasks, and Organisations dashboards. However, as there is no data synced, there will be no XBert alerts for these non-Xero organisations.

Follow us on social and subscribe to our pages for news and updates, and remember to check our website https://xbert.io regularly.

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