Forum Discussion

HoneySandra's avatar
HoneySandra
Experienced Cover User
2 years ago

Closing down an online MYOB database

I am about to close down an online MYOB file as one of my clients has sold their business. My questions are:   Can I save this file to my MYOB desktop and have read only access? I have a perpetual ...
HoneySandra's avatar
HoneySandra
Experienced Cover User
2 years ago

So I understand that any digital paperwork will not be stored with the offline file. Is this correct? What other ways around this has MYOB implemented. Because at some point or another, many businesses do get sold or closed down. Surely we don't need to upkeep a subscription for the next 5 years to satisfy any audit that might be done???

 

Could you please offer an alternative solution or a way to be able to store the digital invoices.

 

Thank you.

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
2 years ago

Hi HoneySandra,

 

Thank you for the response. You can save and download the In Tray documents by following these steps Working with In Tray documents - MYOB AccountRight - MYOB Help Centre.

 

 

Please let me know if you need further help.

 

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

 

Kind regards,

Sai

  • HoneySandra's avatar
    HoneySandra
    Experienced Cover User
    2 years ago

    Yes, I did see that you can save documents from the Intray, but there might now be hundreds of attached documents and I have to find and save each one. Unless the user knows that you should save each document as you retrieve it from the Intray, these documents are now lost once the business has closed and the MYOB file is no longer available online.

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      2 years ago

      Hi HoneySandra,

       

      Thank you for the response. Once the online subscription has been cancelled, you can request a copy of the In Tray documents and we can send it you. 

       

       

      Please let me know if you need further help.

       

      Kind regards,

      Sai

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      2 years ago

      Hi HoneySandra,

       

      Thank you for your patience. Do you still need assistance with this? Please let us know if you still need help and we'll be glad to assist you.

       

       

      Please let me know if you need further help.

       

      Kind regards,

      Sai 

    • Isaiah_C's avatar
      Isaiah_C
      MYOB Moderator
      2 years ago

      Hi HoneySandra,

       

      Thank you for your patience. I'll be closing this thread now. If you still have any concerns, please feel free to post in our Community Forum.

       

       

      Please let me know if you need further help.

       

      Kind regards,

      Sai 

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