Granting Access is Essential

To provide you with accurate and efficient bookkeeping services, it’s essential that we have access to your accounting software. Below are step-by-step instructions to grant EG Bookkeeping LLC access to your QuickBooks Online or Xero account.

Granting Access to QuickBooks Online:

1. Log in to your QuickBooks Online account.
2. Navigate to the Settings (gear icon) in the upper right corner.
3. Select Manage Users under the “Your Company” section.
4. Click Add user and choose the Standard User option.
5. Assign the appropriate permissions and click Next.
6. Enter the following details for EG Bookkeeping LLC:
   • Name: EG Bookkeeping LLC
   • Email: support@egbookkeeping.com
7. Click Save to send the invitation.

Granting Access to Xero:

1. Log in to your Xero account.
2. Click on the Organization name in the top left corner and select Settings.
3. Under General, choose Users.
4. Click the Invite a user button.
5. Enter the following details for EG Bookkeeping LLC:
   • First Name: EG
   • Last Name: Bookkeeping LLC
   • Email: support@egbookkeeping.com
6. Assign the Advisor role to provide necessary permissions.
7. Click Send Invite to grant access.

Why Granting Access is Essential:

Providing us with access to your accounting software allows for:

• Real-Time Collaboration: We can update and review your financial data promptly.
• Accuracy: Direct access reduces the risk of errors from manual data transfers.
• Efficiency: Streamlines processes, saving time for both parties.