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Do not delete this page - MYOB Practice navigates to it from within the product

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

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

Viewing client records

Click Clients in the side navigation bar. There are two lists you can access:

  • The Contact list page displays all the clients you have access to in your database. Click their name to open the client's workspace, or click anywhere else in the client row to quickly view their details on the same page, including phone numbers and tax information.
  • The Portal list page lists the portals you've set up for them, and key information. Click the portal's name to edit its details. 

 

Have a long list of clients, but 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, tax information, family group and associations details 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 Contact list page. To edit a client, select them in the Contact list, and then click Edit to add or makes changes to their information.