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Re: How to share / transfer MYOB file with the new business owner
Dear Shella, Thanks for your reply below, however it is not the right answer because the link advised that the Ownership form is only used when the same ABN is used. it states clearly "Don't use this form if the ABN is changing" while my question mentioned that we do not sell the ABN, we keep our own ABN and the customer will use a new ABN, then your advise is not applicable in this circumstane. Please advvise if you have any solution that we can share / export / clone our MYOB to a new MYOB subscription in which allows the new owner view all the records /history of transactions while having a new opening balance? I hope I have made myself clear here, please advise if you have any question? Many thanks Cindy.How to share / transfer MYOB file with the new business owner
Hi, We are using MYOB AccountRight Live Plus. The business is going to be sold to a new ower. This will an asset sales only, this means the new onwer will have to obtain a new ABN. We still keep our ABN but our company will not have any new transactions after the sales is done. We may still have some update on account receiable when the We would need to share / or transfer all of our histoty record on MYOB to the new owner as part of the sales agreement. Could you please advise the best solution to do this transfer? I have read an advise by Gavin about MYOX Clone service as the link below, however it states that It would not clone any transaction which means our new owner will not be able to view the sales / purchase's history which is not good with our case: https://community.myob.com/discussions/accounting_software_general/data-migration-after-company-restructure/850839/replies/850853 So I do hope for a best solution from you Thank you very much in advance Cynthia KingSolvedHow to issue / export customer's email list report on MYOB
Hi , I use MYOB Accountright Live Plus latest verison. I was trying to create a report of all customer card list with customer email list from the MYOB file but so far I could not have any sucess at all Could you please advise steps to create a report that contains all recored email address of all customers in order to send them a notive of changes in an time saving & efficient way, so we do not have to do manually. Thank you CKSolved1.7KViews0likes7CommentsRe: How to issue / export customer's email list report on MYOB
thank you for your solution For the moment, I can accept this solution that allow to copy to a note pad and then copy again to anywhere else , that would work. But I do hope that in the near future the customer detail report can be exported to a excel file directly Many thanks Cindy1KViews0likes3CommentsRe: How to issue / export customer's email list report on MYOB
Dear MYOB, Yes I want to export a report that contains the list of all customers together with their email addresses to excel file but MYOB does not allow to do this. It is NO good to only print out or only be able to view the report without being able to export the report to an excel file in order to send an email to all customers fast and efficient. For example, I need to send a year end holiday closure notification to all customers, If MYOB can allow export all customer emails address to an excel file, then it is much easier to export, copy all email address and send out an email to all in a minutes. Otherwise how can you send a mass email to all customer easily? Thanks Cindy934Views0likes5CommentsHow to change a bank account in MYOB Accoutright Live Plus
Hello, We are using MYOB AccountRight Live Plus latest version. We have changed our business bank account to a new account. Could you advise me / or point me to steps to change / update a new bank account on MYOB with all related things that I need to do to ensure smoothly transaction such as electronic payment, etc... Many thanks Cynthia KingSolved470Views0likes1CommentCreating backorder for service layout transactions
Dear MYOB Experts, We are using MYOB Accountright Live Plus Can you please advise if there is anyway to create a back order (which will have a same order number) using a service invoice/ service bills? The reason why we are try not to use item invoice is when the item is not a regular items (one off sales/purchases) so we do not need to create a new item. However with the service invoice, when more than 1 service/1 item are ordered, some of them are on back order, we can not create a back order items with the same orginal order number but have to create another new service order with the new order number which is not correct. Please advise a solution if you have. Thank you276Views0likes1CommentInvoices auto numbering
Dear MYOB Team, I am using MYOB AccountRight Plus latest version 2022.8.0 In general the sales invoice number is generated automatically as it should be. The number is normally starting with triple 000 then folllow by a new sequence number. The last new sales that I have created on the MYOB, I notice that the invoice number is also created automatically but in a strange way, that it is now using the same numner of a previous sale but it changes the first two digit to BD then follow by a old invoice number, for example: it should be 00012345 (12345 is a new unique number ) but it is now: BD012344 (00012344 was already been used previously on a previous sale ) Can you please explain why it is doing this? and how to fix it? Althought the new invoice number is still unique by starting with BD but it still is very confusing and it should not using the same number. Thank you Cynthia King290Views0likes1CommentRe: Can not view an back order on MYOB accountright live plus
Dear MYOB Team, Please do not need to work on this question anymore I found the reason why could not view is the date was changed to a far future date (I guess by accidentally) therefore we can not view it when you think it is on the right date range. So the solution is if we can not view we just need to change the date far enough :-) Thank you anyway Cindy882Views2likes0CommentsRe: Can not view an back order on MYOB accountright live plus
Dear Gavin, I am sorry that I may not make it clear for you, let me make it abit more clear for you: When customer order an item in big quantity then we are having in stock, then we only send / invoice customer the available quantity, the rest of the order will need to be produced and therefore they will be on back order. This is the same with our case, customer orders 20pcs I have only 10pcs available, then I invoiced 10 pcs , put the balance 10pcs on the back order, the system will automatically create a back order orders which will carry the same customer's order number on our order list. In this case, the MYOB created a back order with an new transaction ID of which I can view it on the "find transaction" but this back order does NOT appear on the order list (sales register) and I can not view /open it. I never encounter with this problem previously in the last 10 years using MYOB. Perhaps there is a error of MYOB which need to be fixed or if you do not know how to fix, can you please re-direct me to a person who can ? I can also be contacted on the phone: 02-9833 0150 if you/your colleague wish to speak with me for further details of the problem. I do hope this issued to be fixed asap. Many thanks Cindy818Views0likes2Comments