Checkmybooks

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Reporting , Accounting

Client records checking and correction software for accountants. Automatically reviews Xero data and reports on issues.

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Client records checking and correction software for accountants. Automatically reviews Xero data and reports on issues.

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About Checkmybooks

Checkmybooks is a cloud application designed for accountants and bookkeepers. We collect data from Sage, QuickBooks and Xero and automatically analyse every transaction in order to highlight review areas worth investigating. Drill into transactions from within Checkmybooks and make adjustments to correct them. Get year-end jobs done quicker and more efficiently in order to be more profitable.

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Checkmybooks + Xero

The Checkmybooks integration with Xero makes it easy to collect your client's Xero data for you. Once all the review points are dealt with, and any adjustments are made, the integration also allows us to send those changes to the chart of accounts and the year-end adjustments back to the client's Xero. There's no need to waste time duplicating manual data entries in multiple systems.

Getting started

Once you've registered for an account you can add the client and year-end job you wish to work on. You'll then be prompted to import the data and with a Xero client it's as easy as picking the client's organisation from a list.

Explore how to setup Checkmybooks

Summary

Developer

Ledgerscope

Added on

06/06/2013

Support & Contact

Website

Xero and Checkmybooks

Setup

Setup walkthrough

Sign up

Sign up walkthrough

Integration

Integration walkthrough

Twitter

Contact on Twitter

Integration details

Xero

Countries

New Zealand, United States, Global, Australia, United Kingdom

Languages

English

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Categories

Reporting Accounting

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