Add Clients and Sync Accounting Files
Add your clients by connecting their accounting files
By AI Support and 3 others4 authors9 articles
- How To: Add Client FilesHow to connect a client's accounting ledger to XBert, and what to do if the client doesn't have one.
- How To: Rename a ClientGive any client a custom display name in XBert.
- Overview: How XBert Syncs Your Client DataHow automatic syncing works, the Clients Sync page, manual syncs, and why sync frequency is limited by accounting providers.
- How To: Manually Sync a ClientTrigger an on-demand sync for a client from the Clients Sync page, and understand the shared daily sync allowance.
- How To: Bulk Import Workflow AI ClientsAdd a batch of Workflow AI clients at once from a CSV, instead of one at a time.
- How To: Add Workflow-only (Manual) ClientsSo that they can be included in your workflow.
- How To: Delete a ClientYou can remove accounting software and non-connected clients from your XBert.
- Onboarding a Client FileA quick guide on how to onboard new client files in XBert.
- How To: Add a Client to Workflow AI (Nano)How to move a client onto the Nano plan, whether it is a client you already have or a brand new one, and what happens when you connect a ledger…