Invite your accounting advisor
If there's one person you need on your side at this time of year – it's your accounting advisor. Whether it's a bookkeeper, accountant or payroll expert, you can invite them so they have access to your MYOB Business file. This lets them check your numbers and make any necessary adjustments.
If they already have access to your file, skip to the next task.
To invite your accounting advisor
- In your MYOB business, click your business name and choose Users.
Click Create advisor.
- Enter the advisor's Name and Email.
The advisor will have the role of Administrator and the User Type of Advisor which gives them access to all businesses with this serial number.
- Click Save and send invitation. The invitation is sent to your advisor. A message appears next to the advisor's email address that the invitation is pending.
When the advisor accepts their invitation, they'll be prompted to log in with their MYOB account details or create an account.
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If after a few days your advisor hasn't accepted the invitation (that is, it's still pending), this could be because the invitation has been sent to the wrong address. Check their email address and see the FAQs below for how to resend the invitation.
Need to change a user's details or remove them? See Edit and delete users.