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Comment: Combined MYOB User Access Steps into one big Step

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This can happen when using the wrong credentials , or the account used does not have the correct permissions.

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Connect without using my.Myob login.
  1. Open MYOB AccountRight and connect to your Company File
  2. Open "Setup" → "User Access".

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  3. In the "Manage Users" tab under the "Add or select a user" either choose an existing user to provide access to Ascora or Create one.
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  4. Ensure that under "Set user access" the checkbox for "Image Added

  5. To set a User with the appropriate permissions, do the following:
    1. Create a "New User" or double-click an existing user under Company file users
    2. Ensure that "This user will sign on with a my.MYOB account" is unchecked
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  6. If we are creating a new User Account, provide it with an appropriate username.
  7. Make sure to set the password and keep a note of the username and password so you can add it to your Ascora account under Accounts Integration.
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  8. Under "Company file roles" set the "Administrator" and "Sales" permissions to be checked.
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  9. Click "Save"
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    2. Provide a "User Name" if creating a New User
    3. Provide a "Password" and keep note of both the User Name and Password for later.
    4. Under Company file roles please check the "Administrator" permission so the account has access to all parts of the MYOB Company File
    5. Click "Save" to apply the Changes.

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  10. Go back to Ascora → "Accounts Integration", and under MYOB Username and MYOB Password, add the username and password from step 63.
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  11. Click "Save Accounting Settings" 
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  12. If successful, the "Company File Username and/or Password is invalid." should no longer show.
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