How to Grant us Access to Your Online Accounting software - for Australia

How to Grant us Access to Your Online Accounting software - for Australia

 

Source Accounting Software

MYOB

MYOB Business/Account Right Live

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 Business/Account Right Live, click the settings or the gear icon beside your business name and choose Users and permissions.
  2. The Users page appears, with a list of all the users for your MYOB Business/ Account Right Live.
  3. Click 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.

Please click here for the step-by-step instructions with video.
Info
Important Access and Conversion Requirements for MYOB Online to Xero:
  1. You must have administrator access to create or modify users for conversion.
  2. Only active MYOB files can be converted – we cannot convert cancelled or read-only subscriptions.
  3. Accountants using MYOB AccountRight Plus can contact MYOB to request a separate serial number for the specific file they wish to convert (to avoid giving access to all clients).
  4. Learn more about user privileges here.

QuickBooks Online

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.

Please click here for the step-by-step instructions with video.
NotesNOTE: If there are already two 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 Access to your Firm's QuickBooks option, grant Company Admin > 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 click here for the step-by-step instructions with video.

NotesNOTE: The QBO subscription must be active, as we cannot convert cancelled or read-only subscriptions. If two Accountants are active, remove one in order to invite Jet Convert. Alternatively, ask your Accountant to add us to their QBO practice. For Simple Start Versions, please invite us as an Accountant. The conversion cannot commence until we have QBO access.

Existing Xero Organisation

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.


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.



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