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How to Add Your Account to FreeAgent

Sharing access with your accountant means fewer emails, fewer spreadsheets, and far less back and forth. If you’re using FreeAgent, here’s how to securely add your accountant so they can jump in and get everything sorted behind the scenes. How to Add Your Accountant as a User Your accountant will receive an invite, set their … Read more

How to Add Your Account to Xero

Any good accountant will want to dig into the nitty-gritty of your books — but first, they need access. If you’re using Xero, adding your accountant is straightforward and takes just a few minutes. Here’s how to do it. Steps to Invite Your Accountant on Xero Select Invite a user. Enter your accountant’s first name, … Read more

How to Add Your Account to QuickBooks Self-Employed

Adding your accountant to QuickBooks Self-Employed makes it easier to stay on top of your taxes, income, and expenses. It gives them direct access to your financial data so they can handle the heavy lifting—leaving you free to focus on your business. How to invite your accountant on QuickBooks Self-Employed Note:

How to Add Your Accountant to QuickBooks

Adding your accountant to QuickBooks is a simple step that can save you hours of admin. Here’s a quick guide on how to securely give your accountant access, so they can manage your books, stay on top of deadlines, and keep your finances running smoothly. Select Accounting Firms tab. If you are inviting an accountant … Read more

How to Download a Bank Statement from Halifax for Accounting

Log in to Halifax Online Banking (desktop version only – this feature isn’t available on the mobile version). Select the account from which you’d like to download statements. Click on the ‘Statement Options’ menu on the right-hand side, then select ‘Monthly PDFs’. Choose the months you wish to save or download. Click ‘View PDF’ to … Read more

How to Export Bank Statements from Lloyds

What is a CSV file? A CSV file is a type of Excel spreadsheet that contains all your transactions within a selected date range. It’s the most efficient way for an accountant or bookkeeper to review your transactions and prepare your accounts. Using a CSV file saves time on printing, posting, processing – and sometimes … Read more

Payments on Account Explained: What You Need to Know 💡

If you’re self-employed or earn income outside PAYE, you might have come across something called Payments on Account. It can feel like a bit of a surprise tax bill 💸, but don’t worry—we’ll break it down in simple terms so you know exactly what to expect! What Are Payments on Account? 🤔 Payments on Account … Read more