Adding a QuickBooks Client

For adding new QuickBooks files to Audit and Workflow

Marsha Galicia avatar
Written by Marsha Galicia
Updated over a week ago

Adding a QuickBooks Client

The flow for adding a QuickBooks client into your Connect Portal:

  • Use the 'Add client' button in XBert (steps are outlined here)

  • Select QuickBooks as the type of accounting software to use

  • You will be navigated to QuickBooks, where any QuickBooks businesses you have access to should appear in the selection screen.

There are two different screens in QuickBooks for adding a client.

The screen is determined by whether you were invited into a QuickBooks business at the accounting firm level, or as a normal user.

Add QuickBooks Client - Normal User screen

  • Select the business you want to add and click 'Next', it should then be added as a client into XBert and all the data for the client will start syncing.

Add QuickBooks Client - Accounting Firm-level screen

  • Select which firm the client belongs to, OR you can tick the 'Install for your firm' checkbox instead, which will add the firm to XBert.

  • A second dropdown then appears which contains the accessible clients in it.

    • Ensure you select the client that you want to add (we had to select it twice to make it work) should then enable the 'Next' button

  • Click 'Next', and it should then be added as a client into XBert and all the data for the client will start syncing.

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