QuickBooks Integration
Our XBerts sync with your accounting files multiple times a day, giving you the accurate, up-to-date data you need. Sign up with your QuickBooks login and you'll be prompted to integrate your account on first sign-in.
Any alerts can be fixed in QuickBooks or with XBert's Auto-Resolve functions, saving you hours. Once resolved, the XBert clears after the next sync and can be filed away. We only store the data needed for your notifications, kept in an encrypted database.
XBert connects with these QuickBooks entities: Journals, Users, Profit & Loss, Invoices, Bank Transactions, Bank Statements, Accounts, Organisations, Credit Notes, Bank Transfers, Payments, Payroll (if applicable), and Contacts.
See which projects make money and which ones are costing you with job costing. Track expenses across all your different accounts.
Create professional invoices for free and get paid twice as fast.
Organise and manage bills online, so you always pay on time. Know what’s in stock and what’s on order all in real time.All of your bank and credit card transactions automatically sync to QuickBooks Online Accounting to help you seamlessly track income and expenses.
Organisation made easy means less stress—and less work—at tax time. Snap and store receipts and track mileage from our mobile app to maximize deductions and stay compliant.
Tag things as you work to track events, projects, locations, and anything that matters. Run custom reports based on your tags for an instant view of insights that matter most to you.
Workflow connected to your client data supercharges efficiency and accuracy.
Your 24/7 second set of eyes - and data health reports to share with clients.
Monitor your data by creating custom alerts with a prompt.
Understand client data under management to grow your firm.
See what firms are monitoring and finding advisory opportunities.
Get the answers you need faster and add value to your clients.
Don't be left behind. Talk to a human today and learn how XBert can supercharge your accuracy and efficiency - starting with a free trial.
