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In MYOB Practice you can store information about your clients. This gives you easy access to their contact details, even when you're on the road.

A client can be an individual, a business or another organisation.

To view your client records, click Clients in the side navigation bar. The Clients page displays a list of all the clients in your database and the portals you've set up for them. 

Have a long list of clients, but just working on just a few at the moment? Add the clients you're working on to My List.

Editing client details

What you can edit depends on whether you use MYOB AE/AO desktop software in your practice.

  • If you use MYOB AE/AO desktop software in your practice: Each client’s phone number, address and tax information you entered in MYOB AE/AO will appear automatically in MYOB Practice. To edit the information that appears in MYOB Practice, you’ll need to make the changes in your desktop software.
  • If you don't use MYOB AE/AO: You can add clients directly in MYOB Practice by clicking Create client on the Clients list page. To edit a client, select them in the Client list, and then click Edit to add or makes changes to their information.