My accountant has to be a MYOB partner to be able to access my accounts??

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MeltdownNZ
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My accountant has to be a MYOB partner to be able to access my accounts??

I've been trying to invite my accountant to view my accounts, and I've just figured out they can't access them because they're not a MYOB partner???

 

This is a ridiculous limitation on your software. I moved from Xero to MYOB to make my life easier, and now I have to go through and manually send all my accounting info to my accountant?

 

I pay a monthly subscription to use this software, I don't see why my accountant needs to too. 

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Tracey_H
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Re: My accountant has to be a MYOB partner to be able to access my accounts??

Hi @MeltdownNZ 

 

Thanks for your post. To allow your accountant access to your file you can invite them as a user and then assign them the Administrator or Accountant/Bookkeeper role.

 

These help articles help how to invite and manage users:

Invite a user to an online file 

Manage users

 

An accountant advisor does need to be an MYOB partner and is different to a regular user as they can allow multiple people in their business to access your file without requiring user accounts for each person. They still do need to be invited to access your file and their email domain must match the advisor's.

 

Please let me know if you need further help.

 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

Cheers,
Tracey
Previously @bungy15

MYOB Community Support

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MeltdownNZ
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Re: My accountant has to be a MYOB partner to be able to access my accounts??

Thank you, although you might want to add this sort of detail to your invite advisor/user pages, explaining the differences, as it is not obvious.

Dazza12
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Re: My accountant has to be a MYOB partner to be able to access my accounts??

Surely an accountant would register with Myob !

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