To share your Xero account with Fisher, there are just a few steps. You can also watch the video (about 90 seconds long) to see the entire process.
1. Log out of Xero and Log back in to ONLY the front screen;
2. On the opening screen, click the link below Access. (It should say "Standard");
3. Click "Manage User Access";
4. Click button: "Invite A User" and fill out the form
Fill out the form as outlined in the video.
From there, I will receive a link to accept your invitation, and I can then see your Xero and proceed with a detailed bid, or your on-going bookkeeping work.
Barb is the CEO of Fisher Bookkeeping, an outsourced bookkeeping consultancy that provides small businesses with a full-service financial department. Her favorite aspect of work is to break down the accounting to meaningful bits, so entrepreneurs can make a powerful difference in their own business. She's also a power lifter (squat: 215, DL: 270).