Inviting your accountant or bookkeeper

If you're the business owner (typically the person who set up your MYOB subscription) and you have the Administrator role, you can invite one or more accounting advisors to access your business information at any time. So long as they're an MYOB Partner, an accounting advisor could be your accountant, bookkeeper, or any other person that you may want to help you with your business. If they're not an MYOB Partner, you'll need to invite them as a user.

Inviting an accounting advisor to become a registered user will allow them access to all of your business information directly via the internet, and enable them to work with you on your books. There’s no need to send any files, and you can continue entering invoices, payments, and so on as normal. Advisors are also able to set up bank feeds for your file.

To invite an accounting advisor

1. In your MYOB business, click the settings menu (⚙️) and choose Users and permissions.

2. Click Create advisor.

3. Enter the advisor's Name and Email.
   The advisor will have the role of Administrator and the User Type of Advisor which gives them access to all businesses with this serial number.
   

   

4. Click Save and send invitation. The invitation is sent to your advisor. A message appears next to the advisor's email address that the invitation is pending.

When the advisor accepts their invitation, they'll be prompted to log in with their MYOB account details or create an account.

What if the advisor hasn't accepted the invitation?

If after a few days your advisor hasn't accepted the invitation (that is, it's still pending), this could be because the invitation has been sent to the wrong address. Check their email address and see the FAQs below for how to resend the invitation.

You can do this straight from the Users page, just click the ellipsis ... in the Actions column and choose an option:

Need to change a user's details or remove them? See Edit and delete users.

FAQs

You can invite your accountant or bookkeeper to access your AccountRight company files. This means they can work online on your business data to do the bookkeeping or get you ready for tax time. That's right—no more office visits or sending them your data.

To do this, you invite them to AccountRight as an Advisor. An Advisor can access all the company files under your serial number (if you have multiple files). You can continue entering invoices, payments, and so on as normal as they work on your books. Advisors are also able to set up bank feeds for your file.

Whether you can invite an Advisor, or other users to AccountRight, depends on your user type. If you have the Owner or Online Admin user type, you can invite an Advisor.

The Advisor can also invite members of their practice staff as well.

Find out more about user types and managing users

To add an accountant or advisor

Advisors can only be added to online company files. Also, you must be the business owner (typically the person who set up the MYOB subscription) and have the Administrator role.

1. Open the online company file.

2. Go to the Setup menu and choose User Access. The User Access window appears.

3. Click New Advisor. This button will only appear if you're in an online company file.
   

   

4. Select the Create an online MYOB login for this user option. This option allows advisors to open the file by just entering their MYOB sign-in details. They won't need to enter the User ID or company file password to open the file.
   
   Set up company file sign-on details

5. Type the advisor’s name in the User name field.

6. Enter the advisor's email address in the Email field. This must be the email address that they use to log into My Account. Note that the email address must have 35 characters or less.

7. If you want the advisor to appear in their practice’s Partner Dashboard and have access to all online company files with this serial number, select Invite user to be an online administrator. Leave this option unticked to invite them as a file user for this company file only (the file won’t appear under Manage File Access in their Partner Dashboard).. What is online administrator access?

   
   Select user roles

8. In the Roles list, select the roles you want to assign to this advisor.  By default, the Accountant/Bookkeeper role is selected.

9. Click Save and Invite User (you'll only see this button if you're performing these steps in an online company file). An email will be sent to the advisor's email address inviting them to access your online company file.

   If other advisors want access

   If other advisors or their staff want access to the file, we recommend that you don’t invite them yourself. They can do that themselves in their practice software.

FAQs

How do I resend or cancel an invitation?

You must be the company file administrator, or a user assigned the Administrator role, to resend invitations. If you don't sign on as an administrator, the User Access option won't appear in the Setup menu.

1. Open the company file.

2. Go to the Setup menu and choose User Access. The User Access window appears.
   

   

3. Click Manage online access.

4. Sign in to your my.MYOB account and you will see a list of invited users.

5. If the invitation has not been accepted you will have an option to Resend Invitation or Cancel Invitation.