Files for the Accountant

Question

Have switched one of our business files to Business Lite - HOw do I send the file to the accountant - I cannot do a back up as this option isn't available (Sstupid I know !!!!) and I cannot find any reference to saving the file for the accountant - do I just give them access to the file ???

Thank you in advance

Princess_R · Accepted Answer

Hi @1300HOTAIR,

Thank you for your post.

If you've transitioned to MYOB Business Lite, there are convenient options available for you to share your financial data with your accountant. One of these is the “Export for accountants", which allows you to easily send your financial information to your accountant in a format they can use.

Alternatively, you can also extend an invitation to your accountant to access your file directly.

Please don't hesitate to reach out if you have any more questions or need further assistance.

If my response has answered your question, please click on "Accept as Solution" to help other users find this information.

Cheers,

Princess