How to Add an Accountant in Xero
- George Apostolov
- 05 Sep 2025
Guide
On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab.
Choose 'Settings' from the list of options.
After that, click 'Users' to proceed.
Tap 'Invite a User' at the top-right corner.
Following that, provide the required user information, specifically the name and the email address. Enter the details into their respective input fields.
Scroll down to the Permissions section afterwards, then tick the checkbox beside 'Business and Accounting'.
Select the 'Advisor' tab.
Subsequently, pick the additional access you want to grant your accountant. Simply tick the checkbox beside it.
Meanwhile, select the 'Add a Message' option under Personalize the Invite section if you wish to try this customization feature.
Once done, review your input and click 'Send Invite'.
After completing these steps, the invite will be sent instantly. Once accepted, your accountant will be added as a user to your Xero organization.
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