Introduction
Cloud accounting software is now central to the way most small and medium-sized UK businesses run their finances. It keeps bookkeeping organised, gives owners access to real-time reports, and allows accountants to collaborate directly within each platform.
For Yorkshire Accountancy to support clients properly, we need secure access to your data. This lets our team handle compliance work, answer queries quickly, set up new features when needed, and create reports on your behalf.
This guide explains how to add us as your accountant user in Xero, QuickBooks, FreeAgent, and Pandle. Each section contains step-by-step instructions and notes about the level of access needed. Where a platform provides it, we also explain how to allow our team to add users ourselves.
The email address you must use on every platform is:
nick@yorkshireaccountancy.co.uk
Before moving into each platform’s steps, here are the key points to keep in mind.
Key Takeaways
- Yorkshire Accountancy can only manage your accounts once you add us as an accountant user.
- Use nick@yorkshireaccountancy.co.uk for all software platforms.
- Each platform requires a different permission level.
- Some platforms allow us to invite other team members, which speeds up support.
- Adding us correctly reduces errors and improves turnaround times.
Adding Yorkshire Accountancy in Xero
Xero has one of the clearest processes for sharing access with an accountant. The steps below apply to business owners with Standard or Adviser permissions on their organisation.
Step-by-step instructions
1. Go to the Xero menu
Log in at https://login.xero.com and select Settings from the main menu.
2. Choose the correct access area
Select Users. You will see a list of everyone who currently has access to your organisation.
3. Add a new user
Select Invite a user.
4. Enter our details
Add the following information:
- Email: nick@yorkshireaccountancy.co.uk
- First name: Yorkshire
- Last name: Accountancy
5. Choose permissions
Select Business and accounting access. To allow us to work effectively, please tick the permission for full accounting access.
6. Accountant access
Xero also provides a specific Adviser role. Please select this. It gives access to year-end tools, journals, reporting and the adviser console.
7. Allow us to manage users
Where possible, enable the setting that allows the adviser to invite or remove users. This helps our team support you when your staff change or if you need quick adjustments.
8. Send the invitation
Select Send Invite. We will receive an email and accept promptly.
Adding Yorkshire Accountancy in QuickBooks Online
QuickBooks Online refers to accountant access as “accountant firm connection”. This requires a slightly different route from normal user invitations.
Step-by-step instructions
1. Log in and open the settings
Sign in at https://quickbooks.intuit.com/uk/. Select the Settings cog in the top right corner.
2. Select “Manage Users”
Under the “Your Company” section, choose Manage users.
3. Use the “Accounting Firms” tab
Choose the tab labelled Accounting firms.
4. Invite our firm
Select Invite and enter:
- Email: nick@yorkshireaccountancy.co.uk
QuickBooks identifies our firm automatically. This connection allows us to manage your year-end work and use the accountant toolbox.
5. Permissions
QuickBooks manages permissions differently. Adding us via the Accounting Firms tab gives our firm the standard accountant access level. This is enough for our team to support bookkeeping, VAT, year-end accounts, and advisory tasks.
6. Ability to add users
QuickBooks does not provide full user-management rights to accountants. If you want us to help with user setup, you can create an Admin user for us temporarily. Many clients do this when they need support configuring new features or tidying access rights.
Adding Yorkshire Accountancy in FreeAgent
FreeAgent is widely used by freelancers and small companies. The method for adding accountant access is simple.
Step-by-step instructions
1. Log in to FreeAgent
Visit https://www.freeagent.com and sign in.
2. Open the “Settings” area
Select Settings from the top right menu.
3. Open “Users”
Choose Users, then select Add a new user.
4. Choose the correct user type
Select Accountant as the user role.
5. Enter our details
Use the following details:
- Email: nick@yorkshireaccountancy.co.uk
- First name: Yorkshire
- Last name: Accountancy
6. Permissions
Select full accountant access so we can work on year-end adjustments, bank reconciliation support and reports.
7. Allow us to add users
FreeAgent gives accountants access to a dedicated “Accountant Dashboard”. If you would like us to invite additional team members, enable the highest-level permission. Some clients prefer only owners to manage users, although full access helps us support you faster.
8. Send the invitation
Select Create User and the invitation will be issued.
Adding Yorkshire Accountancy in Pandle
Pandle is popular with small businesses seeking an easy bookkeeping tool. It offers accountant access known as “Partner” or “Team” access.
Step-by-step instructions
1. Log in to Pandle
Go to https://my.pandle.com and sign in.
2. Open your organisation settings
Select your business name and choose Company Settings.
3. Choose “Users”
Select Users and then Invite User.
4. Enter our details
Use:
- Email: nick@yorkshireaccountancy.co.uk
- Name: Yorkshire Accountancy
5. Set permissions
Choose the highest permission level so that we can manage bookkeeping, reconciliation support, reporting, and compliance tasks.
6. Allow Yorkshire Accountancy to add users
Pandle has an option to allow user management. If you tick this setting, we can help with new staff accounts and access queries.
7. Send the invitation
Select Send Invite. We will accept quickly and confirm once set up.
Why giving the correct access matters
Providing us with accountant or adviser access cuts delays because our team can:
- Review your data without requesting repeated screenshots
- Create or adjust chart of accounts entries
- File VAT returns on your behalf (where applicable)
- Correct coding errors
- Prepare year-end accounts and corporation tax information
Allowing us to add users ourselves is especially helpful for fast-growing businesses. When new staff join or roles change, we can update access within minutes.
Need support?
If you are unsure about any step or cannot see the correct options in your software, our team can guide you. You can also message Yorkshire Accountancy for tailored advice.
Conclusion
Adding Yorkshire Accountancy to your cloud accounting software lets us work closely with you and simplifies compliance throughout the year. Whether you use Xero, QuickBooks, FreeAgent or Pandle, following the steps above will give us secure access and ensure that your bookkeeping and reporting run smoothly.
This article is for general information only; seek tailored advice before acting.
