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How to add an advisor on Xero

Blog

Have you decided your business could benefit from some bookkeeping and administrative support? 

The next step is to add us as an advisor to your accounting software so that we can get started! (Good news – this is completely free to add to your existing account). 

  1. Log into your Xero account. 
  2. Click on your business name.
  3. Click on ‘Settings.’
  4. Click on ‘Users.’
  5. Click ‘Invite a user.’
  6. Enter the new user’s first name, last name and email address. 
  7. Select which features you want us to access, and a user role for each feature. If you’re not sure what to put here, just send us an email or give us a call! 
  8. Click ‘Send Invite.’ 

If you need a hand setting this up, check out Xero’s support page here or get in touch with us today.