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Search results for: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 Client board of your CONNECT Portal ​ On the Client Connections page (fourth page option
How To: Add Client Files
For adding new Xero, MYOB and QuickBooks files to Audit and Workflow… Connect Files Now How To: Add a Xero Client How To: Add a QuickBooks Client… Easily add Xero, MYOB, QuickBooks and FreeAgent files to XBert at any time, these will sync and be checked
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… How XBert Billing Works How To: Remove a Client File You're Paying For How To: Add a File… 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… How XBert Billing Works How To: Remove a Client File You're Paying For How To: Invite Team… Note: Existing subscribers 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
How To: Edit a Schedule How To: Create a Template How To: Clone a Template… Click here to learn how to set up and assign roles to your team members… Click Add to add an attachment. You can also Drop and Drag or Paste your attachment
How To: Add Note Topics
For adding a Topic to group your Client Notes together… Overview: Client Notes How To: Add a Client Note How To: View Note by Topic ​… You can easily add new Note Topics, this is the main way to organise your Client Notes which then make
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… Overview: Work Board Overview: Processes How To: Resolve an XBert