Partner Zone

Transferring MYOB File to New Accountant

dkaa_2018
2 Posts
User

2Posts

0Kudos

0Solutions

Transferring MYOB File to New Accountant

Hello,

 

One of my clients have changed to a new accountant, and as opposed to discontinuing the subscription for the file, I am looking to transfer it to the new accountant. I know I need to provide you with the following information, but would prefer to do this via a Private Message.

 

  • Business name 
  • Serial number 
  • Your full name and email address 
  • Owners full name and email address you'd like to update the account too

I am really frustrated that there is not a simple method to perform these transfers (like is the case with Xero). I am trying to do the right thing by my previous client, but it shouldn't be this hard.

Kind regards,

David Kewley

2 REPLIES 2
dkaa_2018
2 Posts
User

2Posts

0Kudos

0Solutions

Handing over MYOB ownership/subscription to new Accountant

.Handing over MYOB ownership/subscription to new Accountant

Tracey_H
MYOB Moderator
11,455 Posts
MYOB Moderator
MYOB Moderator

11,455Posts

1,351Kudos

1,712Solutions

Re: Transferring MYOB File to New Accountant

Hi @dkaa_2018 

 

Thanks for your post. This will need to be actioned by our Partner support team. You can contact that team on 1300 555 117, via Live Chat or by logging a callback request from your partner dashboard.

 

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

Online Help| Forum Search| my.MYOB| Download Page

Did my answer help?

Mark it as a SolutionHelpful? Leave a to tell others

Didn't find your answer here?

Try using advanced search to find a post more easily Advanced Search
or
Get the conversation started and make a new post Start a Post