How to Give Access to Accountants in Xero

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It is very easy to give accountants access in Xero. Here’s a quick tutorial on how to do it:

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1. On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.
2. Choose 'Settings' from the list of options.
3. After that, find and select the 'Users' option.
4. Locate the user profile of your accountant, then click the 'More Options' button next to it.
5. Subsequently, click 'Change Permissions'.
6. Scroll down to the Business and Accounting section, then tap the 'Advisor' tab.
7. Following that, review the granted permissions. If you want to add extra access, simply tick the radio button beside a specific item.
8. Once done, tap 'Update Permissions' to apply the changes.
9. After completing these steps, your accountant will be given the necessary Xero access.