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This section describes the process of accepting an invitation to work with a file online, then setting up your details to access the file.

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title1. Accept the invitation (set up your MYOB account)

1. Accept the invitation (set up your MYOB account)

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    Open the email you received and click the Accept Invitation link. A webpage is launched where you will complete the acceptance process.

  2. Follow the onscreen instructions to accept.

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    You will be prompted to set up an email address and password, or to confirm your current MYOB account details as part of the acceptance process.

    The invitation email tells you what level of access you have:

For more information on what you can do in an online file, see Add a user.

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title2. Install AccountRight

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2. Install AccountRight

You don’t need to own AccountRight in order to work with an AccountRight file you’ve been invited to use. But you do need it installed on each computer that you want to access the online company file from.

For example, if you want to access the file from your home computer as well as the office computer, you need to install AccountRight on both machines.

You can download AccountRight here.

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Using an Apple Mac? AccountRight is designed for use on the Windows operating system. If you want to install AccountRight on an Apple Mac, you'll need to install Windows on your Mac first. You can do this using Boot Camp (a Mac utility that allows you to install other operating systems) or virtual software such as Parallels or WMware. Note that running AccountRight on virtual software may affect performance and speed. And while many users report a good experience, it's not tested or supported by MYOB.

3. Get your company file sign-on details

The person who invited you to use the company file will have set you up with a user ID and password for signing on to the company file. These details are different to your MYOB account details, as they are unique to each company file.

You’ll need to contact the person who invited you to access the online file, to get your company file sign-on details.

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title3. Get your company file sign-on details
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title4. Open the company file

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3. Open the company file

See Work on an online company file.

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titleRelated topics
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Work on an online company file

Manage users

Work offline (checking out and checking in)

Troubleshooting online files

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AccountRight
AccountRight 2017
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