Adding more than one desktop file at once

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

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You can add several desktop files at once by importing a CSV format file that contains their serial numbers.

Before you import the file, make sure that it is the option which only contains serial numbers.

You can only upload one CSV file at a time.

A good way to create the CSV file for upload is to use the AccountRight Company File Previewer to output a list of your desktop serial numbers in CSV format.

You can then upload that file using the process below. (Make sure to remove all the non-serial number content first!)

Partners can simply and easily export a list of serial numbers from my dot to a csv file format:

log into my.dot
on the top drop-down menu select your desired practice
on the menu bar choose My Account then My Linked Clients from the drop down list.

You will see a page with a list of all clients linked to your practice to export:

simply click Export Clients on the top of the list. This will download a CSV file format to your default download folder
you can then use this file to import all client's serial numbers to the partner dashboard.

How to

To upload the file:

Click Add to dashboard on the Desktop files tab of your Accounting dashboard.
The Find desktop file to upgrade dialog displays.
Click Upload file.
An Explorer window opens.
Find and select the first file you want to upload.

If you want to change the file, click Upload file again. When you select the new file, it will replace the old one.
Click Add to dashboard.
A message displays.
Click Continue working.
Successful serial numbers are automatically added to your list of Desktop files.
You will receive an email with the import results (including the number of businesses that have been successfully added, and which failed and why.

If you don't get an email with the import results, check your spam or junk folder.
Upgrade each of the businesses added to the listing – see Upgrade your desktop file at a later stage for the steps to do this.

What if some of my businesses don't get imported?

The email you receive after import will let you know if any of your businesses haven't imported correctly, and will list any failed serial numbers. You'll need to update your CSV file to fix those numbers.

It's a good idea to copy and paste serial numbers into the .CSV file to avoid errors.

You can only add valid version 19 serial numbers.

Related topics

Your desktop files

Filter your desktop files

Send a reminder to your client to upload their file

Upload a company file

Remove a desktop file

Upgrade your desktop file at a later stage