Guides: sharing QuickBooks and Xero numbers the right way
What QuickBooks Online and Xero let you do natively, where that falls short, and how to give each person a live, read-only view of only the numbers they should see.
How to give an investor or board read-only access to QuickBooks or Xero
Give investors and board members a live, read-only view of your QuickBooks or Xero numbers, without sharing your accounting login or every report.
How to restrict a user to one class, location or tracking category in QuickBooks or Xero
Let a department head or branch manager see only their own department, location or project in QuickBooks Online or Xero, read-only and live.
How to share specific QuickBooks or Xero reports without adding a user
Share only the reports someone needs from QuickBooks Online or Xero, live and read-only, without adding them as a user or exporting spreadsheets every month.
How to give a manager access to only their department's numbers (QuickBooks and Xero)
Give department and branch managers a live view of their own budget, spend and sales in QuickBooks Online or Xero, without exposing the rest of the business.
How bookkeepers can give clients a live view of their numbers (QuickBooks and Xero)
Cut monthly report requests: give each client, and their bank or investors, a live read-only view of their QuickBooks Online or Xero numbers.
Share the numbers, not the login.
Connect QuickBooks Online or Xero, then invite each person to a read-only view scoped to what they should see.
Read-only for viewers Email-verified invitations No accounting login needed