xBoox

Set up xBoox for the first time

Sign in, create or choose a Workspace, and complete the Business Profile before recording transactions.

Applies to

  • Bookkeeping setup: Both
  • Role: Workspace Owner
  • Business structure: Sole Proprietor and Corporation

Steps

  1. Open xBoox and select Sign in.
  2. Complete the Auth0 sign-in flow and verify your email if requested.
  3. Choose an existing Workspace, or enter a name to create a new Workspace.
  4. Open Settings > Business Profile.
  5. Review Business Type, Bookkeeping Setup, Sales Tax, Industry, and Business Activities.
  6. Review the Setup Impact summary before saving consequential changes.

Choose the correct bookkeeping setup

  • Simple Tracking records income and expenses without tracking dedicated bank-account balances.
  • Bank Account-Based Tracking tracks dedicated bank and credit-card accounts and enables Banking, Transfers, Rules, and Reconcile.

Continue with Choose your bookkeeping setup before entering the first transaction.

Important rules

  • Corporation Workspaces use Bank Account-Based Tracking.
  • Sole Proprietor Workspaces use calendar-year language.
  • Corporation Workspaces may use fiscal-year settings.
  • Enabling or disabling Business Activities changes available Categories and navigation without deleting historical records.