Add Clients and Sync Accounting Files
Add your clients by connecting their accounting files
By Marsha and 2 others3 authors10 articles
How To: Add Client FilesFor adding new Xero, MYOB and QuickBooks files to Audit and Workflow
How To: Rename a ClientGive any client a custom display name in XBert.
Bulk Import ClientsConnect multiple clients at once
Syncing a Non-Connected ClientFor upgrading a non-connected workflow-only client to a workflow and audit client.
How To: Add Workflow-only 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.
Adding a QuickBooks ClientFor adding new QuickBooks files to Audit and Workflow
Onboarding a Client FileA quick guide on how to onboard new client files in XBert.
Adding a Xero ClientFor adding new Xero files to Audit and Workflow
How To: Use the Client WizardUse the Client Wizard to onboard new clients or update existing ones by assigning roles, schedules and client groups