The Xero accounting app makes it super easy to invite your accountant to access your books and records. With the invite a user feature, in just a few clicks, your accountant will have access to your books. Here’s how to invite your accountant to Xero in five simple steps.

  1. From the dashboard, click on your business name and go to “Settings.” 
  2. Then select “Users.” 
  3. In the top right, you should see a green button that says “Invite a User.” Click on this.
  4. Now enter your accountant’s name and email then check the box that says, “Business and accountant.” We also recommend that you check the box that says, “Manage users” so your accountant can add staff from their team to your file, if necessary.
  5. The final step is to select the green button that says, “Send Invite.” 

Next, your accountant should receive an email notification that you’ve invited them to Xero. All they need to do is follow the steps in that email to access your books. For a recap of the steps above, watch Alissa demonstrate in the video below.

Xero makes collaborating with your accountant a piece of cake. No more exchanging jump drives or printing pages and pages of your general ledger. Just follow the steps above, and you’re good to go. This is one reason we only work with businesses who use Xero. 

To learn more about Xero and how you can take advantage of the time-saving features it has to offer, get in touch. Not only are we a Xero Gold Partner, but we can also teach you how to use the app so you can save time and focus on the parts of your business you love!