How to Add an Accountant in Xero
- George Apostolov
How to Add an Accountant in Xero: step-by-step 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.
Quick answer: To add an accountant in Xero, navigate to the Company tab and select Settings, then Users. Click 'Invite a User', enter their name and email, and choose 'Business and Accounting' under Permissions. Select the Advisor tab, set additional access, optionally add a message, and click 'Send Invite'.
About this Xero tutorial
Invite and manage your accountant in Xero by setting custom permissions and advisor access levels from your organization settings. This guide shows how to add an Accountant in Xero in 11 steps, starting with "On Xero's main dashboard, head over to the top-left corner and click the 'Company' tab" and finishing with "After completing these steps, the invite will be sent instantly. Once accepted, your ac...". The interactive demo above is a click-through copy of the real Xero interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to add an Accountant in Xero?
11 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Xero data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Xero. Related guides: How to Add an Advisor in Xero, How to Add an Expense Account in Xero and How to Add an Expense Category in Xero. Last reviewed 05 Oct 2026.
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