Knowledgebase · MYOB · Adding Users and Inviting Your Accountant in MYOB

Adding Users and Inviting Your Accountant in MYOB

This is part of our GST, BAS and Reporting series (Chapter 6 of the MYOB tutorial hub):

  • Lesson 1: How MYOB Records GST Automatically
  • Lesson 2: Creating and Completing Your BAS in MYOB
  • Lesson 3: Lodging Your BAS and IAS Directly from MYOB
  • Lesson 4: Understanding MYOB AI BAS
  • Lesson 5: Essential Reports to Check Regularly in MYOB
  • Lesson 6: Adding Users and Inviting Your Accountant in MYOB

As your business grows, or you bring in a bookkeeper, getting user access right protects your data and makes collaboration easier.

1. Inviting a new user

Under user settings, you can invite someone by email, who then sets up their own login.

2. Setting the right permission level

MYOB offers different access levels, so staff only see what is relevant to their role.

3. Inviting your accountant or BAS agent

MYOB allows you to invite your accountant or BAS agent to your file at no extra cost, giving them direct access without sharing your personal login.

4. Reviewing who has access

Check your user list periodically and remove access for anyone who no longer needs it.

MYOB Academy covers user management: watch the official MYOB tutorial. If you would like our registered BAS agents added to your file, we can talk you through the right access level.

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