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How to invite us to your Xero account

We will need to be added to your Xero account as an accountant user in order to review your file and prepare a proposal for you.

 

Follow these steps to invite myteam@accountingprose.com to your Xero file, so that we can perform a file review and prepare your proposal. 

 

Click on the organization name, select Settings, then click Users.

Step 1 - Add an accountant user to Xero

Click Users

 

Click Invite a user Invite a User

 

Enter our information:

First Name: Myteam Last Name: Accountingprose

Email: myteam@accountingprose.com

Add Details

 

Select our permissions (Access = Advisor) and click Send Invite.

Send Invites