Looking for instructions on how to connect Greenspace to your QBO account? Click here!
To provide us access to your Xero data file, from the dashboard, click Settings > General Settings and then under Organisations select ‘Users’.
Click the button labelled ‘Invite a User’ and fill in the ‘Enter their details’ form with their details. Make sure to select the “Adviser” role (see below in green).
Click the blue button labelled ‘Continue’, and you have the opportunity to personalize and send the invite.