How to Grant us Access to Your Online File
Australia
MYOB Business/Account Right Live
- In MYOB Essentials Business/ Account Right Live, click your business name and choose Users.
- The Users page appears, with a list of all the users for your MYOB Business/ Account Right Live.
- Click Create Advisor. The Create Advisor section of the page appears.
4. Enter Ref as the Name = 'Ref' and the 6 digit conversion ID 'NNNNNN' that you have been assigned
5. Enter email address myob@jetconvert.com
6. When you’ve entered all the necessary details, click Send invitation.- Please ensure when inviting us into MYOB Account Right Live that you are in the browser version of MYOB Account Right Live.
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 Australia
If you are a business:
1. Click on the Settings button on the Top Right of your screen. Then select Manage Users.
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 = 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
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. Then select Manage Users.
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 = 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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