How to Invite Your Accountant to Xero

By |2022-08-16T15:29:14+00:00July 29th, 2022|Technology, Xero|

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. From the dashboard, click on your business name and go to “Settings.”  Then select “Users.”  In the top right, you should see a green button that says “Invite a User.” Click on this. Now enter your accountant’s name and email then check the box that says, “Business and accountant.” We also recommend [...]