MYOB files no longer need a username or password in XBert.
Since MYOB changed how apps connect on 1 September 2026, connecting MYOB works like Xero: you sign in with your my.MYOB login and approve access. There is no Password Required step any more, so a missing password is never the reason a MYOB client won't sync.
If a MYOB client shows Analysing data please wait on Clients > Insights for days, never finishes syncing, or your team can't open its tasks, work through the checks below in order.
1. Check the client is still connected
Go to Clients > Sync and find the client.
If it shows a red Disconnected chip or a red Reconnect button, click it.
Sign in with your my.MYOB login and approve access for that business.
MYOB approves one business at a time, so reconnect each MYOB client separately.
2. Check the person who connected it has the right MYOB access
This is the most common cause. XBert can only read what the my.MYOB user who approved the connection can see in that business.
That user needs an Administrator or Owner role in MYOB covering Sales, Purchases and Contacts. Payroll-only or other limited roles leave the client stuck on Analysing data please wait.
To fix it, either:
in MYOB, give that my.MYOB user an Administrator or Owner role on the business, or
reconnect using a my.MYOB login that already has that access, for example the login your practice uses for its other MYOB clients.
Then reconnect the client in XBert (step 1), so MYOB issues a fresh connection with the new access.
3. Check the client is on a plan
If the client's tasks show a red lock icon, or a Client locked pop-up appears, the client isn't on a plan. This has nothing to do with MYOB. Put it on a plan from Settings > Clients > Plans.
👉 Read more here: How To: Unlock a File
4. Check whether the first sync is still running
Go to Clients > Sync and find the client.
What you see | What to do |
A red Reconnect button | The client is disconnected from MYOB. Click Reconnect and approve access again (see step 1). |
The Sync button is greyed out, and hovering over it says A sync is already in progress | The first sync is still running. Large MYOB files can take a while. If it's been running for more than a day, contact our support team with the client's name. |
👉 Read more here: Overview: How XBert Syncs Your Client Data
👉 Read more here: How To: Add Client Files
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