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  • Viewing and editing subscription details and payment details


 

 

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Let's take you through what you can do on the Subscription details page in MYOB Essentials.

 

Viewing subscription details

Viewing subscription details

To view your subscription details, click your business name and choose Subscription details.

settings menu with subscription details highlighted

Your current subscription is listed at the top of the page, as well as whether or not your subscription is active or pending.

If you've recently switched subscriptions, you might see an Update in progress message next to your subscription.

update in progress message

Don't worry, all the features of your new subscription are immediately available after you switch. It might just take a few moments to accurately display your new MYOB Essentials product. The message will disappear after your subscription details are updated.

Changing subscription details

Changing subscription details

You can switch from one MYOB Essentials product to another. Here's how:

  1. Click your business name and choose Subscription details.
    settings menu with subscription details highlighted

    Under Change product, you'll see the list of available MYOB Essentials products, including your current subscription. Click Find out more to see an information page on each product, which lists product features and benefits.



  2. Click Select under your desired product, and a subscription window appears, like this one for switching to Essentials Accounting + Payroll.

    subscription upgrade confirmation popup
  3. To confirm the switch, click Upgrade my plan. You'll be taken back to the Subscription details page with your subscription details updated. You can start using the features of your new subscription straight away!
Changing payment details

Changing payment details

You can pay your MYOB Essentials subscription using a credit card (direct debit and other payment options are coming soon).

To change the credit card you’re using to pay your MYOB Essentials subscription:

  1. Click your business name and choose Subscription details.
    settings menu with subscription details highlighted
  2. Click Update payment details.
    Update payment details button highlighted
  3. Enter your card details then click Next to confirm your details.

Once you’ve confirmed your details, the new card will be used for all MYOB Essentials subscription payments, starting from your next scheduled payment.

If you need to edit your subscription details (other than the card you use to pay for MYOB Essentials) contact MYOB Essentials support.

  FAQs


How do I cancel my MYOB Essentials subscription?

How do I cancel my MYOB Essentials subscription?

If you need to cancel your subscription, there's a few things we need to turn off at our end. Give or support team a call and we'll be happy to help. In Australia call 1300 555 111, or from New Zealand call 0800 606 962.

Calling from overseas? Call +61 1300 555 111

Before you go...

Before you cancel your subscription, save whatever MYOB Essentials data you need to retain by producing reports. The reports you'll need to run depend on the data you want to retain. If you're not sure what you should keep, check with an accounting advisor or ask the experts on the community forum. At a minimum you'll likely want the General ledger detail report as well as your Balance Sheet. You'll find all reports on the Reports menu.

You should also download copies of any documents you have in your In tray.

How do I cancel my MYOB Essentials trial?

How do I cancel my MYOB Essentials trial?

If you want to stop using your 30-day trial, you don't need to cancel. After the trial period ends, the trial will expire.

How do restart or reactivate my MYOB Essentials subscription?

How do restart or reactivate my MYOB Essentials subscription?

If you've previously cancelled your subscription or it's fallen into arrears, please call our support team and we'll be happy to help. In Australia call 1300 555 111, or from New Zealand call 0800 606 962.

Calling from overseas? Call +61 1300 555 111

How do I view my subscription invoices?

How do I view my subscription invoices? 

You need to be the Business Owner to be able to view subscription invoices.

To view paid subscription invoices, log into my.myob (Australia | New Zealand), then go to the My Account menu and choose Invoices.

My account menu with invoices option highlighted

When is my next MYOB Essentials subscription payment due?

When is my next MYOB Essentials subscription payment due? 

Unless you've arranged a different date with MYOB, your subscription payments are due on the 1st of the month.

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