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CCBB1's avatar
CCBB1
Member
4 months ago
Solved

Advice on changing file ownership

Hi - my accountant has my MYOB set up with themselves being the Administrator / Owner, and myself (sole trader / business owner) as just a file user. I want to move away from that accountant but they...
  • SupportNoteGuy's avatar
    SupportNoteGuy
    4 months ago

    Hi CCBB1​ - thanks for your question.

     

    To change the file ownership, you'll need to provide some documentation and complete a change of primary contact form.

     

    Take a look at this help topic for all the details: Change the primary contact on an MYOB account

     

    I hope this helps!

     

    Adrian

SupportNoteGuy's avatar
SupportNoteGuy
MYOB Staff
4 months ago

Hi CCBB1​ - thanks for your question.

 

To change the file ownership, you'll need to provide some documentation and complete a change of primary contact form.

 

Take a look at this help topic for all the details: Change the primary contact on an MYOB account

 

I hope this helps!

 

Adrian

  • CCBB1's avatar
    CCBB1
    Member
    4 months ago

    Hi Adrian,

    Thank you for your reply. Contacting MYOB directly, by submitting a completed change of primary contact form was the first thing I did. Very difficult if the original 'owner' doesn't co-operate. 

    Currently looking at having a third party assist. 

    I have always enjoyed using MYOB for business, but feeling very let down by the lack of real support - no phone number to call, and days between response emails. 

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