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dpwatson's avatar
dpwatson
Contributing User
24 days ago

Shared Users

Hello, I am Treasurer of a small NFP charity which purchased a MYOB AccountRight Basics program, with no ongoing subscription fee.

I cannot locate any operating manual for this version of MYOB and the MYOB Support page does not list this version of MYOB?

I am looking to share the monthly MYOB data input with my Assistant. 

How do I go about giving her MYOB access and how do we share the MYOB file, so I can still do the monthly reporting?  We do not want to upgrade to a subscription service, as this would be an unnecessary expense for our small association.

She already has another MYOB version on her own laptop (as the Treasurer for another NFP) but that one has a paid subscription service.

Any advice would be appreciated – or a link to the operating procedures manual for this version of MYOB.

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  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator
    24 days ago

    Hi dpwatson,

     

    Thank you for the post. I can help you with how to invite a user so she can have access to your file. Add a user to an offline file (myob.com) has detailed information and instructions to assist you with this.

     

     

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

     

    Kind regards,

    Sai

    • dpwatson's avatar
      dpwatson
      Contributing User
      21 days ago

      Hi, so I have added her as a User; but may I please have answers to the rest of the questions asked?

      i.e. so what next:

      - How do we actually share the file (e.g. do we email the back-up copy back and forth)?

      - How does she get this version of MYOB on her laptop (she already has another subscription version loaded)?

      - Where is the procedures manual for this version of MYOB?

      - Why is this version not listed on your Support page?

      • Shella_A's avatar
        Shella_A
        MYOB Moderator
        21 days ago

        Hi dpwatson,

         

        To answer the rest of your queries:

         

        • Use MYOB's OneDrive or FileUpload to share files. OneDrive lets you create shareable links. FileUpload allows anonymous or authenticated uploads. More information is in this article: How to Share Files Using MYOB Solutions. I would also recommend seeking assistance from your IT team when doing this.
        • They can download a different MYOB version from the support downloads page. They'll need a valid serial number for the software. More information is here: MYOB Support Downloads. 
        • If a MYOB version isn't on the Support page, it might be unsupported or less common. For more information, visit myob.com/support or myaccount.myob.com. Use MOCA, our virtual assistant, for immediate help. If MOCA can't assist, our live chat team will step in.

        To know more, kindly check out these helpful articles on AccountRight versions and other information.

         

        Feel free to post again anytime you require further assistance. 


        If my response has answered your inquiry, please click "Accept as Solution" to help other users find this.

         

         

        Kind regards,

        Shella