Forum Discussion

pandasaigon's avatar
pandasaigon
Trusted Cover User
9 months ago
Solved

How to share / transfer MYOB file with the new business owner

Hi,   We are using MYOB AccountRight Live Plus.  The business is going to be sold to a new ower. This will an asset sales only, this means the new onwer will have to obtain a new ABN. We still k...
  • Isaiah_C's avatar
    Isaiah_C
    9 months ago

    Hi pandasaigon,

     

    Thanks heaps for the extra info and you're absolutely right, that ownership form only works when the ABN stays the same, so good call picking that up! Since you're keeping your ABN and the customer will be using a new one, what you'll need is a serial number removal from your file. That way, it can be transferred over to the customer's existing serial number instead.

     

    Easiest way to get that sorted is by jumping on quick chat with our live chat support team via MOCA, our virtual assistant, or submit a case via MyAccount.

     

    Regards,

    Sai

     

pandasaigon's avatar
pandasaigon
Trusted Cover User
9 months ago

Dear Shella,

 

Thanks for your reply below, however it is not the right answer because the link advised that the Ownership form is only used when the same ABN is used. it states clearly "Don't use this form if the ABN is changing" while my question mentioned that we do not sell the ABN, we keep our own ABN and the customer will use a new ABN, then your advise is not applicable in this circumstane.

Please advvise if you have any solution that we can share / export / clone our MYOB to a new MYOB subscription in which allows the new owner view all the records /history of transactions while having a new opening balance? 

I hope I have made myself clear here, please advise if you have any question?

Many thanks

Cindy.

Isaiah_C's avatar
Isaiah_C
MYOB Moderator
9 months ago

Hi pandasaigon,

 

Thanks heaps for the extra info and you're absolutely right, that ownership form only works when the ABN stays the same, so good call picking that up! Since you're keeping your ABN and the customer will be using a new one, what you'll need is a serial number removal from your file. That way, it can be transferred over to the customer's existing serial number instead.

 

Easiest way to get that sorted is by jumping on quick chat with our live chat support team via MOCA, our virtual assistant, or submit a case via MyAccount.

 

Regards,

Sai

 

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