How to Grant us Access to Your Online Accounting software

How to Grant us Access to Your Online Accounting software

Source Accounting Software

Australia

MYOB Business/Account Right Live

  1. Please ensure when inviting us into MYOB Account Right Live that you are in the browser version of MYOB Account Right Live.
     

  1. In MYOB Essentials Business/ Account Right Live, click your business name and choose Users.
  2. The Users page appears, with a list of all the users for your MYOB Business/ Account Right Live.
  3. Click Create Create User. 
  4. Enter Name = Jet Convert
  5. Enter email address conversions@jetconvert.com
  6. Roles and Permissions = Administrator and, User Type = Online Admin
  7. Select Save and Send Invitation

For more information on the different user privileges, see Users.
You must be an administrator to do this task
Only users with administrator access can create and modify users.

Accountants giving access to your practice via MYOB Account Right Plus
To avoid giving access to all your clients you can reach out to MYOB and have an individual serial number assigned to the file you wish to convert to Xero
Please also note that we cannot convert read-only or MYOBs with cancelled subscriptions. The MYOB account must be active for us to convert MYOB to Xero.

QBO - If you are a business:


      1. Click on the Settings button on the Top Right of your screen. Then select Manage Users.

     

     
      2. Select the Accountant Firms tab and select Invite.
     
    
      3. First Name = Jet , Last Name = Convert , Email = qboau24@jetconvert.com > Save.

If there are already 2 Accountants remove an unused access else ask the accountant to add us to their practice using the steps below:


QBO - If you are a practice:

      1. Go to Settings > Your Company > Your Team > Add User

     

      2. Add First Name = Jet , Last Name = Convert , Email = qboau@jetconvert.com > Next
     
      
     
      3. On the Firm Administration and books tab grant Full Access > Next

     

      4. On the Client Access tab select all the client/s you want us to convert (next time just come in and tick the next client you want us to convert) > Save.

Please note that we cannot convert read-only or QBOs with cancelled subscriptions. The QBO account must be active for us to convert QBO to Xero.

United States

QBO - If you are a Practice:


      1. Go to Settings > Your Company > Your Team > Add User

     

      2. Add First Name = Jet , Last Name = Convert , Email = qbo@jetconvert.com > Next

     
      3. On the Firm Administration and books tab grant Full Access > Next

     

      4. On the Client Access tab select all the client/s you want us to convert (next time just come in and tick the next client you want us to convert) > Save.

QBO - If you are a Business:


      1. Click on the Settings button on the Top Right of your screen. Then select Manage Users.

      

  
      

      2. Select the Accountant Firms tab and select Invite


      
    
      3. First Name = Jet , Last Name = Convert , Email = qbo24@jetconvert.com > Save.

If there are already 2 Accountants remove one of them in order to invite Jet Covert, otherwise ask your Accountant to add us to their QBO practice using the steps outlined above.

We request that you do this as soon as possible as the conversion cannot start without your invitation. If you only have a Simple Start Version, please invite us as an Accountant.

Please also note that we cannot convert read-only or QBOs with cancelled subscriptions. The QBO account must be active for us to convert QBO into Xero.


Existing Xero Organisation

Australia

Australian approved Partners

  • How to Invite us in Xero HQ (for multiple Xero entities):
    1. Go to Staff, then click Invite staff.
    2. Enter the name Jet Convert and email address australiaconversions@jetconvert.com, then click Next. 
    3. Select the Xero HQ role as Standard.
    4. Click Invite to Xero HQ.
    5. Assign Clients - Select the clients you wish us to convert then select Next.
    6. Select permissions:
    7. Change Client access to Edit.
    8. Change Xero Organization Role to Advisor.
    9. Tick against Manage Users access then select Save (please leave the Notify box ticked so Xero sends us an email and saves you needing to email us that you have updated our access). 
    10. If your source file has payroll in it also give us Payroll Admin access and make sure that the Xero subscription caters for that number of employees.
  • How to Invite us from the Xero Organisation (for one Xero entity):
    • Click on the Organisation name, select Settings, then click Users.
    • Click Invite a user.
    • Enter the new user's first name Jet, last name Convert and email address australiaconversions@jetconvert.com.
    • Select these features to provide us with access: Payroll admin (if there is payroll in the source data), Business and accounting as an Advisor and Manage Users.
    • Click Send Invite.


Australian Businesses

  1. How to Invite us from the Xero Organisation:
    1. Click on the organisation name, select Settings, then click Users.
    2. Click Invite a user.
    3. Enter the name Jet Convert and email address australiaconversions@jetconvert.com  then click Next. 
    4. Permissions:
      1. Select Payroll Admin if there is payroll to convert (Australia only).
      2. Business and Accounting - Advisor
      3. Bank account admin
      4. Manage Users.
    5. Click Send Invite.

United States

United States approved Partners

  • How to Invite us in Xero HQ (for multiple Xero entities):
    1. Go to Staff, then click Invite staff.
    2. Enter the name Jet Convert and email address conversions@jetconvert.com, then click Next. 
    3. Select the Xero HQ role as Standard.
    4. Click Invite to Xero HQ.
    5. Assign Clients - select the clients you wish us to convert then select Next.
    6. Select permissions:
    7. Change Client access to Edit.
    8. Change Xero Organization Role to Advisor.
    9. Tick against Manage Users access then select Save (please leave the Notify box ticked so Xero sends us an email and saves you needing to email us that you have updated our access). 
  • How to Invite us from the Xero Organization (for one Xero entity):
    • Go to My Xero and click on the Organization name, select Settings, then click Users.
    • Click Invite a user.
    • Enter the new user's first name Jet, last name Convert and email address conversions@jetconvert.com.
    • Select these features to provide us with access: Payroll admin (if there is payroll in the source data), Business and accounting as an Advisor and Manage Users.
    • Click Send Invite.


United States Businesses

  1. How to Invite us from the Xero Organization:
    1. Click on the organization name, select Settings, then click Users.
    2. Click Invite a user.
    3. Enter the name Jet Convert and email address conversions@jetconvert.com  then click Next. 
    4. Permissions:
      1. Select Payroll Admin if there is payroll to convert (Australia only).
      2. Business and Accounting - Advisor
      3. Bank account admin
      4. Manage Users.
    5. Click Send Invite.

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