Live Linking of Files
We do not link MYOB Business ledgers to our clients in AO due to concerns about clients making changes to the data after we’ve prepared BAS/accounts/tax returns. Also, should a client cancel their s...
Forum Discussion
Hi MelanieNATS
Thanks for your post.
If the data is entered into the Business ledger it will sync/update on the AO ledger, hence there won't be any duplication.
Kindly refer to the help article Import from ledger (MYOB Business or AccountRight) - MYOB Practice - MYOB Help Centre which will guide you through importing from the ledger.
If any questions ,feel free to reach out
Thanks
Priya Selvaraj
Hello Priya
Thanks for the response, however it is not duplication of ledgers we are concerned about but a duplication of the issue of "corrupted" historical data should the client alter their ledger after we have used it to prepare the BAS or a complete loss of historical data should the client cancel their subscription or change accountants and we lose access to the ledger.
Melanie
Hi MelanieNATS
Apologies for the confusion earlier and thank you for explaining. In MYOB Practice, once you've imported data into an activity statement and approved it, the statement becomes locked, preventing further changes. If you want to make updates, you must unlock the statement by selecting "Send for rework" and then manually click the "Import from ledger" button. The data doesn't update in real time. Therefore, you don't need to worry about clients altering data after you've finalized the BAS.
Additionally, if a client cancels their subscription, it only breaks your access to the file. The client contact, their activity statements, and the data within them will remain intact.
I hope this clarifies things for you. 😊
Cheers
Priya Selvaraj
Thanks for the extra information, Priya
So should a client alter their data file or we lose access to it altogether we would still be able to drill in to the information used by us to prepare the BAS? Or would it be recommended to pull a GST Detail report out of the data file to save in our workpapers when preparing the BAS?
As mentioned before, our concern is losing access to historical transactions.
Melanie
Hi MelanieNATS ,
Hope you are having a great day!
Once the subscription is inactive, Practice BAS does not have a copy of the detailed transaction report. So, I would suggest saving a copy of the GST detail report out of the data file.
Thanks
Priya Selvaraj
