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To add a LiveAccounts business on behalf of a
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client
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1078844 1078844 On the MYOB LiveAccounts Admin Centre Homepage Partner Dashboard, click Add a new business. The panel changes to a form in which you can add the business.Anchor 1078845 1078845 Enter the name of the business you’re adding in the Business Name field.Anchor 1081306 1081306 - Select the chart of accounts you want to use for this business, based either on what the business does, or using one of your existing businesses as a template. For example, if the business is a retail store, you might choose the ‘I sell products’ chart of accounts.
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- If you choose a chart of accounts based on what the business does, the accounts created will include the standard accounts that are usually required for this type of business. You’ll still be able to add and remove accounts later if required.
Anchor 1085534 1085534 If you participate in the rewards program, enter your MYOB client ID or serial number.Anchor 1089348 1089348 If you want to access this business immediately, select the Open this business now option.Anchor 1078852 1078852 Click Add Business.Anchor 1080823 1080823 - If you selected the option at step 5, the business will open automatically in a new window. You can proceed to set up the business by adding opening balances and adding or removing any accounts as necessary.
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- When you’re finished, click Log out at the top of the page, and close the browser window.
Anchor 1085602 1085602 Return to the MYOB LiveAccounts Admin Centre Homepage and, if necessary, continue working with your own file.
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- When you’re finished, you’ll need to log out separately from this window.
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To transfer ownership of a business you have
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added
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1078856 1078856 On the MYOB LiveAccounts Admin Centre Homepage, click the transfer ownership icon ( ) next to the business name. A confirmation message appears.Anchor 1080896 1080896 Click OK. The Transfer Ownership panel will appear.Anchor 1080897 1080897 Enter the user’s first name, last name and email address.Anchor 1080898 1080898 Click Submit. A confirmation message appears.Anchor 1080918 1080918 - Click OK. An email will be sent to the user’s email address, informing them of the transfer.
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- The business’s details will remain in the Unaccepted Invitations until they accept, or you delete the entry.