How to give me access to your books

How to give me access to your books

So I can look through your numbers before our call, I’ll need read-only access to your accounting software. Here’s how:

(You’ll need my email address; I would have sent it to you separately, so that spam crawlers don’t pull it off this page)

QuickBooks Online

1. Log in to QuickBooks Online
2. Go to Settings (gear icon, top right) → Manage users
3. Click Add user → choose Accountant if available, otherwise Standard user (view only)
4. Enter my email
5. Send the invite

If you don’t see an “Accountant” option, a standard user with view-only access works fine.

Xero

1. Log in to Xero
2. Go to Settings → Users
3. Click Invite a user
4. Enter my email
5. Set the role to Adviser
6. Send the invite

That’s it. Once I get the invite I’ll accept it and have a look through before our call.

If you get stuck or your setup looks different, just reply to my email/message and I’ll walk you through it.