Forum Discussion

TanyaBennett's avatar
TanyaBennett
Experienced Cover User
9 months ago

Transfer date from one subscription to another

Hi, Is there a way to transfer a whole date file, including all transactions from one MYOB Account right subscription to another subscription? Thanks

5 Replies

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    9 months ago

    Hi TanyaBennett,

     

    If you're looking to transfer your whole file including all transactions to another AccountRight subscription, we'll need to process a serial number removal first. You can get that sorted by chatting with our live chat support via our virtual assistant, MOCA, or submit a case via MyAccount.

     

    But if you're moving to MYOB Business, the process is a bit different. You'll need to go through a migration. You can get started with that using this link: Move to MYOB Business from AccountRight or AccountEdge.

     

    Regards,

    Sai

  • TanyaBennett's avatar
    TanyaBennett
    Experienced Cover User
    9 months ago

    I have just tried, but the virtual assistant could not understand what i was requesting. Please advise how I word my request? Thanks

     

  • Doreen_P's avatar
    Doreen_P
    MYOB Moderator
    9 months ago

    Hey TanyaBennett,

     

    When chatting with our Live Chat, after picking which product you need a hand with, just type “Live Chat” and it’ll steer you the right way to a real person. After that, chuck in your account details when prompted, and you’ll be straight through to our team. Aside from that. you can also create a support case via MyAccount.

     

    Cheers,

    Doreen

  • TanyaBennett's avatar
    TanyaBennett
    Experienced Cover User
    9 months ago

    Thanks, I am trying to get the information for a client as we are a MYOB partner. I was hoping to get general steps so I can let them know the process.

     

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    9 months ago

    Hi TanyaBennett,

     

    Thanks for clearing that up! Always great to see a fellow MYOB partner helping clients out. If your client's sticking with AcocuntRight and just need to move their file to a different subscription, you can point them to the steps here: Serial number change or removal - Support Notes: MYOB AccountEdge - MYOB Help Centre.

     

    Once that's sorted, they can pop the new serial into their file and away they go.

     

    Regards,

    Sai

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