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How do I Change Accounts in Xero?

Published in Accounting Software 2 mins read

You can easily switch between your Xero accounts by following these simple steps:

1. Accessing the Account Switcher

  • Log in to Xero: Begin by entering your Xero login credentials.
  • Locate the Account Switcher: Look for the account switcher icon, usually located in the top right corner of your Xero dashboard. It often looks like a person's silhouette or a dropdown menu.
  • Select your Desired Account: Click on the account switcher icon and a list of your available accounts will appear. Choose the account you want to switch to.

2. Switching Accounts

  • Confirmation: Xero may prompt you to confirm the account switch. Click on the confirmation button to finalize the process.
  • Redirected: You will be redirected to the dashboard of your chosen account.

3. Switching Back

  • Repeat the Process: To return to your original account, simply repeat the steps above and select the desired account from the account switcher.

Remember: You will need to have access to multiple accounts to switch between them. If you are unsure about your account access, contact your Xero administrator or support team.

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