When a new client's onboarding includes access to their accounting software, Nagaris asks the client to invite your firm into their Xero, MYOB or QuickBooks file as an advisor. Deciding which of your firm's email addresses receives those invites — and setting it before clients start onboarding — saves invites landing in the wrong inbox.
In the sidebar, open Settings and choose Organisation Details.
Find the Accounting Software Integration card. It holds three fields: Xero Organisation Email, MYOB Organisation Email and QuickBooks Organisation Email.
Click the edit button (admins only) and enter the address your team monitors for each product — for example a partner's address or a shared inbox like [email protected].
As the card explains: when your clients connect their Xero, MYOB, or QuickBooks during onboarding, they'll be prompted to invite your firm as their advisor, and these are the email addresses they'll send that invite to.
On the client's side, an Access to Xero card (or the MYOB/QuickBooks equivalent) walks them through granting access. For Xero, the steps shown are:
Go to Settings, then Users, then Invite a User in Xero.
Add your firm's configured email address with Adviser access.
Tick all boxes, including manage users.
The card carries a highlighted note — Important! Please tick all boxes — because if any boxes are missed, you'll have to go back to the client and onboarding is delayed. The client then confirms by ticking I have granted access to (your address), I have ticked all the boxes and I have ticked the Manage Users box, and saving. Once confirmed, the card shows an Access Confirmed notice with the date and time, and your team can see the confirmation on the client's record.
For MYOB the client creates an advisor under their business name's Users area; for QuickBooks they add your address as an Accountant under Manage users.
The invite email arrives at the address you configured, from Xero (or MYOB/QuickBooks) itself. Accept it there to gain access to the client's file. If an invite goes astray, first check it was sent to the exact address on the Accounting Software Integration card.
Update these addresses before a round of onboarding, not after — clients see whatever address is saved at the time they view the card.
If accepting a Xero invite results in duplicate client records across your systems, decide which record to keep and check with support before removing anything, so billing history stays linked to the right client.
