Forum Discussion

Kegs22's avatar
Kegs22
Experienced Cover User
2 years ago

Change Owner of File

Hi,

 

We have a client who is currently under our account and we want to change this so it is under their name and charged to them instead of us. We will still be the main contact for the file at this stage. How do we do this?

 

Kind regards

  • Hi Kegs22 

     

    Thank you for the post. For us to update and charge the file to another person, you need to reach out to our Live Chat or thru our Product Support by going to Contact Us page for security and privacy purposes. But in the future, if you are planning to change the owner of the file, you need to process a Change of Details.

     

    Please let me know if you need further help.

     

    Kind regards,

    Sai

  • Isaiah_C's avatar
    Isaiah_C
    MYOB Moderator

    Hi Kegs22 

     

    Thank you for the post. For us to update and charge the file to another person, you need to reach out to our Live Chat or thru our Product Support by going to Contact Us page for security and privacy purposes. But in the future, if you are planning to change the owner of the file, you need to process a Change of Details.

     

    Please let me know if you need further help.

     

    Kind regards,

    Sai

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