stored templates not available online

Question

I have used myob on my own in the past, mainly using the desktop version and only sometimes reverting to the online/browser option.&nbsp; &nbsp;In the future there will be multiple users doing work on our company file and while I can invite these and they can log on, I noticed that my purchase or sales templates are not available in the browser/cloud version. Does that mean that every one of the new users has to recreate dozens of templates? That is very inconvenient.&nbsp; Am I missing something or is there at least some way to export/import templates.&nbsp; I have not even looked into Payroll processing and the way accounts and categories are set up and if these are at least consistent.

mike_james · Answer

Hi tomoz , the good news is that the templates are stored in the file, therefore available to everyone.&nbsp; The bad news is that you will need to recreate the desktop templates for use in the browser.&nbsp;
Note too that accounts and categories are very&nbsp; last year, the new terminology is categories and cost centres.

tomoz · Answer

Hi Mike,&nbsp; good to know that as long as you work on the desktop app, you can rely on existing templates. If someone prefers to use online, then they may have to individually copy/create those templates most likely to be used.&nbsp;&nbsp;

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stored templates not available online

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