Transfer your Xero to LINK Advisors.
Already on Xero? Transferring your subscription billing to us takes five steps and about three minutes. We take privacy seriously - everything in your books stays between us.
Five simple steps.
- 01
Log in to your organisation on Xero, using the credentials you signed up with.
- 02
Click your organisation's name, then choose Subscription and billing.
- 03
Click Manage subscription.
- 04
Click the three stacked dots, then Request transfer.
- 05
Enter LINK Advisors' details and click Request transfer. We'll accept the transfer, Xero stops billing you, and we take over as per your engagement proposal.
Rather do it together? Call 07 3899 8311 and we'll walk through it with you on the spot. If you'd prefer to keep your subscription and just give us advisor access, follow the invite LINK Advisors to Xero guide instead.
New to LINK? Make the whole switch in one call.
Transferring Xero is one piece of changing accountants - we also handle the ATO agent nomination and the handover from your old accountant.
Or call 07 3899 8311.