Setting up a third-party login for Xola gives your Bench bookkeeping team view-only access to your Xola account. This allows your bookkeeper to download reports and transaction details on your behalf so you don't have to manually pull and upload them each month.

1. Access to your Xola account with the "Grant Access" module enabled

2. The Third Party Login email address for your business. This is thirdpartylogins+business.name@bench.co, please replace "business.name" with your business' name.

1. Log into your Xola account

2. Navigate to the ‘Users & Access’ section under ‘Settings’

3. Click the ‘Add User’ button in the upper right hand corner

4. Enter the following information:

Name: Bench Accounting

Email: thirdpartylogins+business.name@bench.co

Phone: 6504660173

5. Click ‘Save Changes’

6. You will be prompted to assign the permission level. Select the ‘Accountant’ role

7. Message your bookkeeper to let them know this has been completed as the email invite link is not a monitored email

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Once your bookkeeper confirms access, they'll be able to pull your Xola reports directly, no action needed from you going forward. If anything changes with your Xola account, let your bookkeeper know so they can adjust accordingly.

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I'm not sure what to use for the email address.

• Replace your.business.name with your actual business name, no spaces. For example, if your business is Maple Goods, the email would be thirdpartylogins+maple.goods@bench.co. Your bookkeeper can confirm the exact format.

I am unable to locate the "Users & Access  section under Settings.

• Please contact Xola Support through the Help Center or live chat to confirm your account permissions and available user-management features.

• Xola Login
• Xola Settings - with information about additional user access
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