Forum Discussion

TonyDobbo's avatar
TonyDobbo
Experienced Cover User
1 year ago

MYOB File Ownership

I have a new client recently engaged.

 

The MYOB file Ownership is with the previous accountant.

 

How do I get this changed?

 

(I requested help with this yesterday and received no response at all)

 

Please help as this is urgent!

 

thanks

Tony

 

5 Replies

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    1 year ago

    Hi TonyDobbo,

     

    Thank you for your post.

     

    To change the ownership of an MYOB file, we need to communicate with the Primary contact or the Owner of the account. I'll send you a Change of Details form via email. You can then provide this to the previous owner of the account to authorize the changes. This form is crucial, as it helps us ensure that the change is authorized by the current owner of the account. Once we receive the completed form, we will start the process of changing the ownership of the file.

     

    Please feel free to reach out if you need further assistance.

     

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

     

    Cheers,

    Princess

  • Hi There - I know that you posted this two years ago.. just wondering if you had success? Currently trying to get old accountant to sign over file but not getting anywhere. I am the business owner, but not the MYOB file owner. 

  • TonyDobbo's avatar
    TonyDobbo
    Experienced Cover User
    4 months ago

    Hi CCBB1,

    You are testing my memory but this does stick in my mind.  

    I did get it resolved but no thanks to MYOB who were hopeless and took way too long to respond. Rather embarrassingly the only solution was to pay a fee to the old accountant.

    I have since moved the client, along with all my other clients, exclusively to Xero.

     

  • CCBB1's avatar
    CCBB1
    Member
    4 months ago

    Thank you - I appreciate the reply. Not having a direct phone line makes it very difficult to report issues, and get any kind of result in a timely manner