To invite your accountant (or another user) to access your Xero data file, from the dashboard, click Settings > General Settings and then under Organisations select ‘Users’.
Click the button labelled ‘Invite a User’ and fill in the ‘Enter their details’ form with their details. I suggest you give your accountant full access.
Click the blue button labelled ‘Continue’, and you have the opportunity to personalise and send the invite.
Your accountant receives an invite to access your Xero file. If they have an existing Xero profile, they’ll use that to access the file, otherwise, they go through the process of entering a new login.
[Tweet “How do I let my accountant access Xero data?”]