---
title: Xero Instructions
description: QBO Instructions for Bayshore clients.
image: https://blog.seghettiwaxler.com/hubfs/shutterstock_2137469105.jpg
---

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- [Contact us](https://www.seghettiwaxler.com/contact)

 Jan 20, 2026 10:42:42 AM

# Xero Instructions

[Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa)

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- Don't forget to sign your Engagement Letter.
- If you haven’t already, please grant us access to your file. Click [here](https://central.xero.com/s/article/Add-a-new-user-to-your-organisation-US) for instructions.
- Please provide copies of all documents below which apply to your company: 
    - W-3 (summary of W2) & Copies of W-2’s for the current year
    - Quarterly Sales Tax Returns
    - 1099’s issued
- **[Click Here](https://seghettiwaxler.sharefile.com/share/getinfo/ra6369636f57a41cabb1b0fb2207af1c4) to upload support files.**
- Please send us confirmation that all bank accounts and credit cards have been reconciled through December 31st by sending / replying to our email or clicking [here](https://share.hsforms.com/1FgMXGnlaR_iToP0ag0ILyAd4gak)

[tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service)

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[tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service)

## [QuickBooks Online (QBO) Instructions](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo)

[Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) 

 Jan 20, 2026 10:17:56 AM

Don't forget to sign your Engagement Letter. If you haven’t already, please grant us access to your...

[Read more](https://blog.seghettiwaxler.com/news-updates/quickbooks-online-qbo)

[![Book handoff](https://blog.seghettiwaxler.com/hs-fs/hubfs/shutterstock_2137469105.jpg?height=200&name=shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions)

[tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service)

## [QuickBooks Desktop Instructions](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions)

[Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) 

 Jan 20, 2026 10:33:59 AM

Don't forget to sign your Engagement Letter. Upload Quickbooks Desktop Data Preferred Method Use...

[Read more](https://blog.seghettiwaxler.com/news-updates/quickbooks-desktop-instructions)

[![Book handoff](https://blog.seghettiwaxler.com/hs-fs/hubfs/shutterstock_2137469105.jpg?height=200&name=shutterstock_2137469105.jpg)](https://blog.seghettiwaxler.com/news-updates/no-gl-software)

[tax](https://blog.seghettiwaxler.com/news-updates/tag/tax), [Customer Service](https://blog.seghettiwaxler.com/news-updates/tag/customer-service)

## [Clients Not Using Traditional GL Accounting Software (Quickbooks, Xero, etc.)](https://blog.seghettiwaxler.com/news-updates/no-gl-software)

[Thomas Castillo, CPA](https://blog.seghettiwaxler.com/news-updates/author/thomas-castillo-cpa) 

 Jan 20, 2026 10:41:30 AM

Don't forget to sign your Engagement Letter. Upload Accounting Data Profit & Loss statement, with...

[Read more](https://blog.seghettiwaxler.com/news-updates/no-gl-software)

[![](https://blog.seghettiwaxler.com/hs-fs/hubfs/bayshore-advisors-logo-color-horizontal-1.png?width=275&height=87&name=bayshore-advisors-logo-color-horizontal-1.png)](http://www.bayshore-advisors.com)

749 37th Avenue, Santa Cruz, CA 95062

---

[![](https://blog.seghettiwaxler.com/hs-fs/hubfs/bayshore-advisors-logo-color-horizontal-1.png?width=275&height=87&name=bayshore-advisors-logo-color-horizontal-1.png)](http://www.bayshore-advisors.com)

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