How to Invite Your Bookkeeper into Your Xero Account

It’s really easy to invite your bookkeeper or accountant as a user in your Xero account. Here’s how:

XERO

Log into your Xero account via the website. Click on your company name in the upper left corner.

Select “Settings”, then “Users”.

Click the green “Invite a user” button.

Add their first name, last name, and email address. Then, check the “Business and accounting” box, and make sure the “Advisor” box is highlighted. From there, click the blue “Send Invite” button.

If you’re inviting me to your Xero account (yay!) you can use the email address stephanie {at} witchesandweirdos.co

Easy peasy, lemon squeezy!