How to add us into your Xero account

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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).

How Do I Add Users to Xero

Click the blue button labelled ‘Continue’, and you have the opportunity to personalize and send the invite.