How to Grant us Access to Your Online Accounting software

How to Grant us Access to Your Online 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.

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 Australia

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:

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.

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.





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