XBert

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

How To: Add Client Files

For upgrading a non-connected workflow only client to a workflow and audit client.

So that they can be included in your workflow.

You can remove accounting software and non-connected clients from your XBert.

For adding new QuickBooks files to Audit and Workflow

A quick guide on how to onboard new client files in XBert.

For adding new Xero files to Audit and Workflow

Add your clients by connecting their accounting files

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