How To: Add Client Files

For adding new Xero, MYOB and QuickBooks files to Audit and Workflow

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can sync accounting files across Xero, MYOB and QuickBooks.

Easily add Xero, MYOB and QuickBooks files to XBert at any time, these will sync and be checked by our AI, presenting you with risk alerts that have been found.

To add new Xero, MYOB and QuickBooks files and sync them with XBert...

  1. Go to the panel menu (hamburger icon) on the top right of the CONNECT Portal.


  2. Select Add Client.


    OR

  3. You can also add new client files via the +Add Client button on the Clients board.


  4. Select the accounting software of the file/files you wish to connect. Then select 'Grant Access'.


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