Forum Discussion

Melissa76's avatar
8 months ago

How to remove clients from the dashboard

  • Hi Melissa76

     

    Thanks for your post, and welcome to the Community Forum.

     

    As indicated in the Help Article: Create Clients, users are not able to delete clients through an MYOB Partner Dashboard at this time. Although it is something that we are looking into for the future, if you're looking to remove files from your dashboard, you can try using our virtual assistance tool, MOCA. MOCA is available through myob.com/support and can assist you with any queries or assistance you might need regarding your MYOB account.

     

    However, if MOCA isn't able to provide the specific help you require, don't worry! Our live chat team is also available to assist you further. Simply reach out to them, and they'll be ready to pick up where MOCA left off and provide personalized assistance tailored to your needs.

     

    If you have any questions or encounter any difficulties along the way, please don't hesitate to reach out. We're here to help.

     

     

    Kind regards,

    Shella