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Mike_MYOB's avatar
Mike_MYOB
Community Manager
10 months ago
Solved

Can a Solo customer share data with me?

I'm asking this, so you don't have to.
The answer will be posted shortly and grouped into a list of FAQs for easy reference 

  • Yes, a Solo user can share access with up to 2 Accountants, Bookkeepers via the Share Access feature in the app. Refer here for help How your client can add you.

     

    Accountants, bookkeeprs and tax agents will access the Solo file via MYOB Business browser as they do for Lite/Pro and AR files today. 

    The difference being is that the certain functionality like Payroll is not available in MYOBB for those files.

     

    In addition Solo users can easily download reports and share them with their accountant if needed! Reports can be exported from Solo as a PDF or a .csv file. Refer here  for Help.

1 Reply

  • Mike_MYOB's avatar
    Mike_MYOB
    Community Manager
    10 months ago

    Yes, a Solo user can share access with up to 2 Accountants, Bookkeepers via the Share Access feature in the app. Refer here for help How your client can add you.

     

    Accountants, bookkeeprs and tax agents will access the Solo file via MYOB Business browser as they do for Lite/Pro and AR files today. 

    The difference being is that the certain functionality like Payroll is not available in MYOBB for those files.

     

    In addition Solo users can easily download reports and share them with their accountant if needed! Reports can be exported from Solo as a PDF or a .csv file. Refer here  for Help.

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