Invite LINK Advisors to your Xero.
Keeping your own Xero subscription? Add us as a new user with the Administrator role, plus payroll admin if you run payroll in Xero, so we can manage your accounts effectively. Everything in your books stays between us.
Step by step.
It takes about two minutes. If you would rather do it with someone on the phone, call us and we will walk through it together.
- 01
Log in to Xero and open the right organisation.
If you have more than one, check the organisation name in the top left before you go any further - inviting us into the wrong entity is the most common mistake on this page.
- 02
Click your organisation's name in the top left, then Settings.
It is the same menu you use to switch between organisations.
- 03
Under Users, click Users.
You will see everyone who currently has access to the file, and their roles. If you cannot see this option, your own user does not have permission to manage users - the file's subscriber does.
- 04
Click New User, at the top right.
Xero renamed this button - it is New User, not Invite a user.
- 05
Enter our details: First name LINK, Last name Advisors, Email xero@linkadvisors.com.au, Role Administrator.
Use that address exactly. It goes to the team rather than to one person, so nothing waits on somebody being at their desk.
- 06
Tick Payroll admin if you run payroll in Xero.
This is what lets us handle STP, super and the payroll side of your BAS. Skip it if your payroll is somewhere else.
- 07
Click Send invite.
That is it. We will accept it, usually the same day, and you will see us appear in that users list.
What advisor access does and does not give us
It gives us access to your accounting data in this organisation, so we can prepare and lodge your work. It does not give us the ability to move money: we cannot authorise payments out of your bank accounts, and Xero has no mechanism that would let us. Everything in your file stays between us, and you can remove our access from the same Users screen at any time without asking anyone.
Want us to handle the billing side too? See transferring your Xero subscription to LINK Advisors.
Come chat with an expert.
Book a free discovery session and see how a fixed-fee, unlimited-access accountant changes the way your business runs.
Or call 07 3899 8311.