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How To: Sign Up for XBert

Follow these steps to start your free trial.

Soraya Brown avatar
Written by Soraya Brown
Updated over 10 months ago

Welcome to XBert! ๐Ÿ‘‹ We're so excited to help you streamline your workflow and be the most productive you've ever been. To make it a bit easier to get started, we've included a link to a walk-through and a step-by-step how-to guide.


You have 3 options to sign up for XBert and start your free 14-day trial. You can sign up with Google, Xero, or Intuit or create an account with XBert.

  1. Select a sign-up method

    • Sign Up with Google - From Google, select the account you want to use for signing up.
      โ€‹โ€‹Note: When you want to sync files you will also need to log in to your accounting software.

    • Sign Up with Xero - Use your Xero sign-in details to register.
      โ€‹โ€‹Note: This is recommended for users with Xero accounting files.

    • Sign Up with Intuit - Use your Intuit sign-in details to register.
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  2. To sign up to XBert directly, enter your email address and proceed.
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  3. Next, enter your Name and create a Password.
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  4. Enter your Company Name.

  5. Fill out the other Company details to complete your account sign-up.

  6. Select the type of accounting software you would like to connect.

    โ€‹Your account is now created and your files will now be syncing! ๐Ÿ™‚


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