How can we help with xBoox?
Find guidance for setup, daily bookkeeping, reports and year end.
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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 topicGetting Started
Help Center home
Find guidance for setup, daily bookkeeping, reports and year end.
- 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.