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How To: Add MYOB files
MYOB
Client
Files
Locked
Some
MYOB
Files
may be locked when uploaded…
How
to
Unlock a Locked
MYOB
File… Go
to
the Settings page from the lower left.
How
To
:
Add
Client
Files
For adding new Xero,
MYOB
and QuickBooks
files
to
Audit and Workflow… Easily
add
Xero,
MYOB
, QuickBooks and FreeAgent
files
to
XBert at any time; these will sync and be checked… ❗IMPORTANT: You need
to
be an admin user
to
add
client
files
Sync Your Accounting Software
Files
For connecting Xero,
MYOB
and QuickBooks
files
to
XBert for auditing… You can easily connect your accounting
files
to
XBert for auditing and workflow tasks. … sync
files
from, (or the option
to
start with Workflow only)
MYOB
Administrator Password Issues
MYOB
Administrator Password help, support and instructions… If your
MYOB
files
are locked by the administrator password there are a few options Get the password… remove the password for you Call 1300 555 123
to
contact
MYOB
Support
New Pricing: Notes for Legacy Customers
What's changed and
how
to
add
new users and new client
files
…
To
keep these
files
active, you must manually upgrade new
files
to
paid
files
during or after the trial… You can also
add
new
files
the same way that you always have, however now you get access
to
new
files
How
To
:
Add
a File
to
Your Plan
For existing subscribers
to
add
new
files
to
their payment plans… Note: Existing subscribers can
add
and access new
files
FREE for 7 days. … Note: Existing subscriptions can
add
and access new
files
FREE for 7 days.
How
To
:
Add
Workflow-only Clients
Want
to
streamline your workflow for clients who aren’t using Xero,
MYOB
, QuickBooks or FreeAgent?… This guide will show you
how
to
include them in your XBert system, so you can allocate tasks and manage… Then, click on
Add
Client
How
To
:
Add
a Schedule
Click here
to
learn
how
to
set up and assign roles
to
your team members… On the Automation board, select the Template with the Schedule you'd like
to
add
a schedule
to
… Click
Add
to
add
an attachment. You can also Drop and Drag or Paste your attachment
How
To
:
Add
a Process
For adding an item
to
your main menu navigation and filter…
To
Add
a Process, go
to
the Settings menu (gear icon) on the lower left of the CONNECT Portal… You can easily
add
a Process in the Process menu
How
To
:
Add
Note Topics
For adding a Topic
to
group your Client Notes together… You can easily
add
new Note Topics; this is the main way
to
organise your Client Notes, which then make…
To
begin adding Note Topics, go
to
the Settings page (gear icon) located on the bottom left of your CONNECT
