Ready to upgrade your non-connected clients? This article will show you how to sync your clients with their accounting files, allowing for deeper insights and AI-powered audits. You can easily upgrade any of your non-connected clients in XBert, at any time.
💡 NOTE: The name of the client will be overwritten with the name of the accounting file.
To begin, go to the Clients board in XBert using the navigation bar across the left side of the CONNECT Portal. This is where you manage all your client files.
On the Client Connections page, select the Connect File button under the 'Connection' column for the client you want to connect.
Next, choose the accounting software you want to connect, whether it’s Xero, MYOB, QuickBooks or FreeAgent. Then, click on 'Grant Access' to sync with that software.
Once access is granted, select the client within your accounting software to start the sync. During syncing, you won’t be able to access or edit workflow items for that client.
Once the sync is complete, you’ll have full access to both Workflow and Audit features for your client. This means you can now benefit from XBert’s AI audit checks and manage tasks more efficiently.