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Mick Devine avatar
Written by Mick Devine
Updated over a week ago

Test drive Calxa with your own data, import your budgets and have a play. Try a Free 30-day Trial now.

  1. STEP 1 - Enter your details. Enter your name, email address and password you'd like to use. Accept the terms and conditions, then click Confirm.

    Enter your details

  2. If you've previously had a Calxa trial or subscription, you will get a message advising you are already registered as a Calxa user. In this case, click the I have a Calxa Account button at the top right to proceed with requesting a trial.

    Already registered as a Calxa user

  3. On the next screen, sign in with your email and password. Then continue with STEP 2 shown in 4. below. You can reset your password by clicking on I FORGOT MY PASSWORD.

    Sign in with your Calxa username

  4. STEP 2 - Add your first organisation. After clicking Confirm as noted in point 2. above, you will be prompted to add your first organisation.

    Click on the icon for the accounting system you use. Calxa integrates with MYOB (Essentials and AccountRight online), Xero and QuickBooks Online.

    Add your first organisation

  5. STEP 3 - Choose import settings. See the following help notes containing instructions for each online accounting system:

    - Add a MYOB Organisation
    - Add a Xero Organisation
    - Add a QuickBooks Online Organisation

  6. STEP 4 - Set your preferences. Set your preferences by selecting them from the drop-down menus in each section. Click All Done when finished.

    Note all of these preferences can be changed later if needed.

Add Additional Organisations

Once you have completed the sign up process, you can additional organisations. The following help notes will guide you.

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