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      1. Help Center · 1-800-361-1770 · sharie@fasteasyaccounting.com

      I am a Xero subscriber/user, how can I add Randal as Adviser?

      You can add him as your account user by sending an invite to randal@fasteasyaccounting.com. Please follow the steps below.

      Step 1: Log in to your Xero account. Go to Settings>General Settings

      Step 1 Settings

      Step 2: Click "Users"

      Step 2 Users

      Step 3: Click "Invite a user"

      Step 3 Invite A User

      Step 4: Enter details

      First name - Randal

      Last name - DeHart

      Email - randal@fasteasyaccounting.com

      Step 4 Enter RD Details

      Step 5: Give access. If you have Projects (Admin) and Payroll, click the checkbox.

      Step 5 Check Projects & Payroll

      Step 6: Make sure to check the "Business and accounting" box and click "Adviser", you can leave the "Bank account admin unmarked. Also check the "Manage users" box so Randal can invite an accountant to work with your file.

      Step 6 Adviser

      Done! Once Randal has accepted your invitation, he'll be listed in your "Current users"

      Step 7 RD Adviser