Issue
Users may encounter one of the following errors when attempting to load data from a MYOB file in an Active Ledger dataset or into Active Workpapers:
1- 'You are not authorised to access this MYOB data. Click here to check or update your connection.'
a) In Active Ledger:
b) In Active workpapers:
2- 'Your connection to MYOB may have expired. Check your file credentials above and click Test Connection. Alternatively, click the Update Connection button to try reauthenticate.'
Cause
These errors could stem from any of the following reasons:
1- The user is logged into app.myob.com on the same browser with a MYOB login that lacks access to that specific MYOB file
2- The user's my.myob email is not associated with a UserId in that particular MYOB file
3- The user's access is restricted or insufficient, limiting API access to the file due to assigned roles
4- The user's UserId in MYOB might be inactive
5- The MYOB file needs updating
6- The offline login credentials used to connect to the MYOB file are incorrect.
Resolution
To resolve this issue, please follow these steps:
1. Log out of the Active platform and close any browser tabs using Active
2. Visit app.myob.com, log out, and then log back in using the correct credentials. Ensure that you can open the relevant MYOB file fully (perform any updates on the myob file if prompted)
3. Log back into your active platform and open the relevant ledger file or active workpapers binder
4. Navigate to Settings and Tools cog (at the top right your Ledger dataset and/or Active Workpapers binder) > Manage Sources > Click on 'Update Connection/Login.' Log in to the MYOB login screen to refresh the connection
5. Please ensure the MYOB (offline) user ID and password entered on the source screen are correct. Then, finally, click save source or load data, whichever is applicable.
** Please note if you are an Advisor user to the MYOB File, please leave the UserID and password fields blank when connecting to a MYOB source/file.