In today’s digital age, collaboration between business owners and bookkeepers has
never been easier. With cloud-based accounting platforms like Xero, granting your bookkeeper
access to your financial data is not only simple but also essential for efficient financial management.
In this blog post, we’ll guide you through the process of providing your bookkeeper with access to
your Xero file, ensuring seamless collaboration and streamlined bookkeeping processes.
1. Understanding Xero Access Levels
Xero offers different access levels, including Owner (full access), Adviser (limited access),
and Standard User (restricted access). Understand the implications of each access level
to determine the appropriate level for your bookkeeper. If you are unsure check with
your bookkeeper what role and access they require.
2. Inviting Your Bookkeeper to Xero
• Log in to your Xero account using your credentials.
• Click on the organisation name at the top left of the screen, select “Settings” then click
users
• Click on the “Invite a user” button to initiate the invitation process.
• Provide your bookkeeper’s email address and select the required role
• Once all details are entered, send the invitation to your bookkeeper.
3. Accepting the Invitation:
• Your bookkeeper will receive an email invitation to access your Xero file.
• Your bookkeeper will follow the prompts from the email to accept the invitation.
• If your bookkeeper is new to Xero, they will need to set up their Xero login credentials
during the acceptance process.
4. Customising Permissions and Preferences:
• Once the invitation is accepted, you can revisit the “Users” section in Xero settings at
any time to customize permissions and preferences for your bookkeeper.
• Determine which areas of your Xero file your bookkeeper needs access to, such as bank
transactions, invoices, or reports.
• Restrict sensitive information: If necessary, restrict access to sensitive financial
information or sensitive areas of your Xero file.
By following these steps, you can easily provide your bookkeeper with access to your
Xero file, fostering collaboration and streamlining your bookkeeping processes. At Number 19
Consulting, we recognize the importance of transparent and efficient communication with our
clients, and enabling access to your financial data on Xero is a key aspect of our commitment to
providing exceptional service. Should you require any assistance or have questions about managing
access to your Xero file, our team is here to support you every step of the way.
