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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 2 months ago

Welcome to XBert! 👋 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.
      ​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.
      ​Note: This is recommended for users with Xero accounting files.

    • Sign Up with Intuit - Use your Intuit sign-in details to register.
      ​​


  2. To sign up to XBert directly, enter your email address and proceed.


  3. Next, enter your Name and create a Password.

  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.

    Your account is now created and your files will now be syncing! 🙂


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