Back to website
  1. YouBiz Help Centre
  2. Managing My Accounts

Management

  • How do I make changes to my main account details?
  • How many currency accounts can be opened under my YouBiz account?
  • How do I create a currency account?
  • How do I change the name of my currency account?
  • Where do I find my account number/details?
  • Why is my account number only showing 12-digits?
See all 9 articles

Roles

  • How do I invite team members to join YouBiz?
  • What are the different user roles?
  • How do I assign the permissions for the different user roles?
  • How many team members can an Admin invite?
  • How do I upgrade or downgrade my role?
  • How do I delete users?

Xero Integration

  • How can I integrate my YouBiz Account with Xero?
  • Who will have access to manage Xero Integration?
  • How can I disconnect my YouBiz Account with Xero?
  • Will Xero Integration be supported on YouBiz Web and YouBiz Mobile?
  • How can I disconnect a specific account (multi-currency account) with Xero?
© 2022 You Technologies Group Limited. All Rights Reserved.