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The must have connected app for QuickBooks users

TRy QUICKBOOKS for free ➝

Connect XBert to QUICKBOOKS

Integrating XBert with QuickBooks is fast and easy.

Our XBerts automatically sync with your accounting package multiple times a day, allowing you to have the accurate, up-to-date data you always wanted.

Sign up to XBert app for the first time and you’ll be sent to the QuickBooks log in screen and be prompted to integrate your QuickBooks account. You can sign up to XBert with your QuickBooks login.

When using XBert, any alerts you receive can be fixed within QuickBooks or using our Auto-Resolve functions in XBert. These features save you hours of work. Once the underlying issue is fixed, the XBert will show as resolved after the next data sync, and then you can file that XBert away. We only store the data needed to provide you with the relevant XBert notifications, and this data is stored in an encrypted database.

XBert connects with these key QuickBooks entities: Journals, Users, Profit Loss, Invoices, Bank Transactions, Bank Statements. Accounts, Organisations, Credit Notes, Bank Transfers, Payments, Payroll if applicable and Contacts.

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Start unlocking limitless efficiencies with XBert Intelligence.

AI DATA Quality - keep your Ledgers smick

Transform wasted hours into profitable work with XBert.

Let automated alerts monitor your ledger data 24/7 for errors and anomalies, or customise your own with XBert Intelligence to unlock limitless efficiencies and provide clients with actionable insights when it happens.

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Work scheduling within available capacity - solved.

XBert Workflow AutoMATION

Supercharge your firm’s efficiency with automated workflows with multi-client and multi-schedule templates.

Effortlessly manage your team’s capacity. Understand over capacity in a click to optimise operations and achieve new levels of productivity.

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Enjoy quality data to run a profitable firm.

XBert Analytics

Gain clear insights into the size and complexity of client ledgers to streamline onboarding and price services accurately.

Monitor teamwork in real time, optimize workflows, and manage team capacity—all through interactive, quality-checked reports that simplify advisory and management.

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Enhance your reputation as an Accounting tech leader.

XBert CLIENT PORTAL

Elevate your firm’s brand with the XBert client portal. Share data-cleansed reports and business insights, assign task requests, and collaborate effortlessly on risk and compliance.

Ask XI to alert you on what matters most to your client, client-assign it, and be rewarded with client referrals.

XBert Client Portal to collaborate with your clients on data risk issues and task information

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Become part of the progressive revolution in accounting.

Connect your files on sign up and start increasing your profit margins.

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✓ Free Trial

✓ 5 Star Onboarding Support

ABout QuickBooks

QuickBooks is online Accounting Software

See which projects make money and which ones are costing you with job costing. Track expenses across all your different accounts.
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Create professional invoices for free and get paid twice as fast.
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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.

XBert Work list screen makes it easier to get work done.

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'Confidence in the quality of the data'

“In the past we reviewed all the transactions to ensure it’s all correct. And then we’d be having discussions with the client about errors in the business. Using XBert immediately improves timeliness and confidence in the quality of the data, and that allows me to go back to the client and have meaningful discussions regarding the performance of the business.”

Pierre Dixon, Managing Director, Real Time Accounting