Invite your accountant

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

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

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.

If you like, you can still send your accountant a file containing all your transactions and account balances, so they can work on your books. For more information see Export for Accountants.

To invite an accounting advisor

Sign in to your MYOB Essentials business as an administrator user. <what's the product name?>
Click your business name and choose Users.
Click Invite advisor.
Enter the advisor's Name and Email.
In the Access section:
Select the Accountant/Bookkeeper option.
Select which businesses the advisor can access (Just this business or All businesses under this serial number).
Click Save and invite. 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 Essentials business as an administrator user. <what's the product name?>
Click your business name and choose Users.

Do one of the following <check that it works like this and what the link/button text is for these commands>

If the advisor has...	do this...
accepted the invitation	Click Remove access then click Yes to the confirmation message.
not accepted the invitation	Withdraw invitation An email is sent to the advisor, letting them know their access has been cancelled.

To resend an invitation

If an invitation has been sent to the wrong address, the invitation can be withdrawn then resent to the correct address.

Sign in to your MYOB Essentials business as an administrator user. <what's the product name?>
Click your business name and choose Users.
On the Advisors page, click Withdraw invitation. A confirmation message appears.
Click Withdraw invitation to the confirmation message.
Click Invite advisor.
Enter your accounting Advisor’s email address, and click Send invitation.

Related topics

Page tree

To invite an accounting advisor

To remove an advisor’s access

To resend an invitation

Was this information helpful?

Why not?

How would you improve this page?

Thanks! Anything you'd like to add?