Grant us temporary access to your books

1. Sign in at qbo.intuit.com as the admin.
2. Click the Gear icon ⚙ (top right) → Manage users.
3. Open the Accountants (or Accounting firms) tab.
4. Enter access@xholdingsllc.com and click Invite. QuickBooks may ask you to confirm with a verification code.

Shortcut: you can also click My Accountant in the left menu and enter the email there. Accountant users are free on every QuickBooks plan and don't count against your user limit.

To remove us later: Gear ⚙ → Manage users → Accountants tab → Delete.

1. Sign in at xero.com, click your organisation name (top left) → Settings → Users.
2. Click Invite a user.
3. Enter our name and access@xholdingsllc.com.
4. Tick Business and accounting, and choose the Adviser role.
5. Click Send invite.

The invite expires after 14 days, so we'll accept it the same day. If you don't see the option, you may be logged in as a non-admin user.

To remove us later: Settings → Users → click our name → Delete user.

1. Sign in and click My Team in the left menu (or Add Team Member from the Dashboard).
2. Click Invite (top right).
3. Enter access@xholdingsllc.com and choose the Accountant role.
4. Click Send Invitation.

The Accountant role gives us reports, journal entries, and reconciliation views — exactly what a review needs, nothing more.

To remove us later: My Team → click our name → Remove.

1. Sign in at waveapps.com and click your business name (top right) → Business settings.
2. Under User management, click Users.
3. Click Invite user, enter access@xholdingsllc.com, and pick a role — Viewer is all we need for a review.
4. Send the invite.

Inviting Viewers/Editors requires Wave's Pro plan. On the free plan? No problem — skip to "Don't see your software?" below and we'll do a screen share instead.

To remove us later: Business settings → Users → remove user.

1. Sign in and click the Gear icon ⚙ (top right) → Users & Roles.
2. On the Users tab, click Invite Accountant.
3. Enter access@xholdingsllc.com in the pop-up and click Send.

Zoho Books has a predefined Accountant role, so there's nothing to configure.

To remove us later: Gear ⚙ → Users & Roles → delete the user.