Before you connect MYOB
This guide should be treated as a cautious overview until Cameron confirms the current MYOB screen flow. MYOB account menus and invitation settings can change, so check MYOB’s official support material if your screen looks different.
Before you start, make sure you have authority to invite an adviser, that the business file is the correct file, and that you understand what access you are granting.
What Thryvv may need
Thryvv may need access to accounting and reporting information so we can understand trading performance, cash flow, tax obligations and the practical options available. The access level should match the engagement and should not be broader than needed.
Safe next step
If you are unsure, contact Thryvv before making changes in MYOB. We can confirm what access is needed and what information we are trying to review.
Source review required: Cameron should confirm the exact MYOB invitation steps before this article is treated as a final step-by-step guide.
Need a clear next step?
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