Invite your accountant

https://help.myob.com/wiki/x/Ig7HAg

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If you're an administrator user, you can invite one or more accounting advisors to access your business information at any time. So long as they are an MYOB Partner, an accounting advisor could be your accountant or any other person that you may want to help you with your business.

Inviting an accounting advisor to become a registered user will allow them access to all of your business information directly via the internet, and enable them to work with you on your books. There’s no need to send any files, and you can continue entering invoices, payments, and so on as normal.

To invite an accounting advisor

Sign in to your MYOB business as an administrator user.
Click your business name and choose Users.
Click Create advisor.
Enter the advisor's Name and Email.
In the Access section:
1. Select the Accountant/Bookkeeper option.
2. Select which businesses the advisor can access (Just this business or All businesses under this serial number).
Learn more about user access options
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.

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 follow the steps 'To resend an invitation', below.

Alternatively, your advisor may not be an MYOB Partner. In that case, you can still send them a file containing all your transactions and account balances, so they can work on your books. For more information see Export for Accountants . <is this possible in MYOB X?>

To remove an advisor’s access

If you need to remove an advisor's access, complete the following:

Sign in to your MYOB business as an administrator user.
Click your business name and choose Users.

Do one of the following:

If the advisor has...	do this...
accepted the invitation	Click Remove access then click Yes to the confirmation message. The accounting advisor’s details disappear from the page, and they'll no longer have access to your business information.
not accepted the invitation	Click Withdraw invitation. An email is sent to them, cancelling the invitation.

To resend an invitation

If an invitation has been sent to the wrong address, the invitation can be withdrawn then re-sent to the correct address.

Sign in to your MYOB business as an administrator user.
Click your business name and choose Users.
Click Withdraw invitation next to the advisor's name. A confirmation message appears.
Click Withdraw invitation to the confirmation message.
Click Create advisor.
Enter the advisor's Name and Email.
In the Access section:
1. Select the Accountant/Bookkeeper option.
2. Select which businesses the advisor can access (Just this business or All businesses under this serial number).
Click Save and send invitation. The invitation is sent to the advisor. A message appears next to the advisor's email address that the invitation is pending.

Related topics

Users

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To invite an accounting advisor

To remove an advisor’s access

To resend an invitation

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