Launching Validis Connect
Before attempting to upload your accounts using Validis Connect, please ensure the following:
- You have an MYOB Account and you are able to access the data you wish to upload.
- You are online and connected to the internet.
- You know the User ID and Password that can access your MYOB data.
You may need to ask your IT department for some of the above information.
To begin the upload process using Validis Connect you need to be logged in to the Validis portal.
Within the Validis portal, choose the Engagement for which you wish to upload data.
Once the appropriate engagement is selected, select Upload.
If enabled, you will need to select either Collateral or Full as the Upload Scope.
Once the upload scope has been set, click Continue.
Choose the Accounting Package from the drop-down menu then select Continue. You can use the search bar to locate the Accounting Package quickly.
Validis Connect for MYOB
Upon clicking Sign In you will be prompted to follow the MYOB authentication process.
You will receive a code to the email address entered previously. Once you have entered the code, click Verify to proceed to the next step.
The first time you connect to Validis you will be given information about who accesses your account.
The white space will detail your Financial Institution's name. To continue sharing the data with the named institution click Allow Access.
All companies associated with the account will now be shown. You will need to select the Company which contains the data you wish to upload. Please note, that only one company can be selected per engagement.
Companies that are greyed out indicate versions we do not support such as Account Right, hence they cannot be selected.
Once you have selected the company and clicked Submit the data will be extracted.
You will now be brought back to the home screen where you can monitor the status of your upload.