How can we help with xBoox?
Find clear guidance for setup, daily bookkeeping, reports, year end, and accountant collaboration.
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Getting started
Set up your Workspace, Business Profile, and bookkeeping workflow.
Explore topicDaily bookkeeping
Record transactions with Simple Tracking or bank-account-based books.
Explore topicReports and year end
Review financial reports and prepare reliable records for your accountant.
Explore topicFirst steps
Get started with xBoox.
Everything you need to configure the bookkeeping model before entering transactions.
- 1Set up xBoox for the first time
Sign in, create or choose a Workspace, and complete the Business Profile before recording transactions.
- 2Choose your bookkeeping setup
Choose the xBoox workflow that matches whether you need to track dedicated bank and credit-card balances.
- 3Create, switch, and rename Workspaces
Keep separate books in independent xBoox Workspaces and make sure you are working in the correct one.