Some MYOB files need a username and password before XBert can read them. Until you enter them, XBert can't sync the file.
You might notice:
the client shows Analysing data please wait on Clients > Insights, for days
the client never finishes syncing
your team can't work on the client's tasks
If you see any of these for a MYOB client, check whether it needs its password before changing anyone's permissions.
Check whether a MYOB file needs its password
Click the Settings icon (the gear icon) at the lower left of your screen.
Under Clients, click Connections.
Find the MYOB client. If it shows Password Required in red, it's locked.
Unlock the MYOB file
Click Password Required.
Enter the Username and Password for the MYOB file.
Click Submit.
Once it's unlocked, XBert syncs the file.
đ Read more here: Overview: How XBert Syncs Your Client Data
Client still stuck on "Analysing data"?
If the client doesn't show Password Required but still shows Analysing data please wait, its first sync hasn't finished.
Go to Clients > Sync and find the client.
Check what it shows:
What you see | What to do |
A red Reconnect button | The client is disconnected from its accounting software. Click Reconnect |
The Sync button is greyed out, and hovering over it says A sync is already in progress | The first sync is still running. Large files can take a while. If it's been running for more than a day, contact our support team with the client's name |
To understand what the Sync page shows: đ Read more here: Overview: How XBert Syncs Your Client Data
Having trouble with the MYOB password?
If you don't know the file's login, or MYOB won't accept it: đ Read more here: MYOB Administrator Password Issuesâ
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io