Forum Discussion

1300HOTAIR's avatar
1300HOTAIR
Experienced Cover User
2 years ago
Solved

Files for the Accountant

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 

  • 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

1 Reply

  • Princess_R's avatar
    Princess_R
    MYOB Moderator
    2 years ago

    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

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Level up your skills using MYOB software.

 

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.