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How to give access to your Xero file
How to give access to your Xero file
In order for us to create business reports we need access to your Xero file. If you ever remove ProfitDiagnostix access in Xero, we will not be able to display your business reports and they will show incorrect information.
Please follow these instructions to give access to Profitdiagnostix:
1) Log into Xero
Go to https://login.xero.com/
2) Navigate to the practice name
Click the practice name → Settings
Then click 'Users'
3) Click 'Users'
4) Click “Invite a User”
5) Enter the following details
First name: Profit
Last Name: Diagnostix
Email: support@profitdiagnostix.com
Access: Adviser
6) Click Continue
To finish the process, click continue
If you are having issues after you are connected, follow this link.
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