In order to give small business owners a more accurate quote for bookkeeping services, it is very helpful to allow your bookkeeper access to your Xero account so they can review the chart of accounts and see what is going on with your books. Below are step-by-step instructions on how to allow your bookkeeper access to your books.
1. Click on the organization name, select Settings, then click Users
2. Click Invite a user
3. Enter the new user’s first name, last name and email address
4. Select the Advisor role and check each feature at is listed
5. Click Continue to Send Invite
Xero will send an email to your bookkeeper notifying them that you have requested they join your books.
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