How to Grant us Access to Your File

How to Grant us Access to Your File

Australia

MYOB New Essentials

  1. In MYOB New Essentials, click your business name and choose Users.
    settings menu with users highlighted
    The 
    Users page appears, with a list of all the users for your MYOB Essentials business.
  2. Click Invite a user. The Invite a user section of the page appears.
  3. Enter Ref as the First Name = 'Ref' and for the Last Name, provide the 6 digit conversion ID 'NNNNNN' that you have been assigned
  4. Choose user type Administrator Access 
  5. Enter email address myob@jetconvert.com
  6. When you’ve entered all the necessary details, click Send invitation.
  7. If you want to set up more users, repeat from step 2.
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.

QBO

If you are a business:

      1. Click on the Settings button on the Top Right of your screen.




      2. Then select Manage Users.

      3. Select the Accountant Firms tab and select Invite




      4. First Name = Jet , Last Name = Convert , Email = qboau@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:

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.


United States

QBO

If you are a business:

      1. Click on the Settings button on the Top Right of your screen.




      2. Then select Manage Users.

      3. Select the Accountant Firms tab and select Invite




      4. First Name = Jet , Last Name = Convert , Email = qbo@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:

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.

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.


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