Add more than one desktop file at once

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

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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.

To create a CSV file

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!)

You can also export a list of serial numbers from my.MYOB to a csv file format:

Log into my.MYOB.com
Select your practice from the top drop-down menu.
Choose My Account then My Linked Clients from the list.
You'll see a page with a list of all clients linked to your practice to export.
Click Export Clients.
A CSV file will download to your default download folder. You can use this file to import all serial numbers to the partner dashboard.

To upload a CSV file

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 CSV 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 a desktop file 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

Desktop files

Migrate an AccountRight classic file

Filter the Desktop files list

Send a reminder to your client to upload their file

Upload a desktop file

Remove a desktop file