Get started

• Sign up
• Set up your business
• Historical sales and purchases    
• Enter opening balances

• Settings

   

   

   

Sales

• Add a customer
• Create a quote
• Make a sale
• Receive a payment
• Process returns
• Customer statements

Purchases

• Add a supplier
• Upload supplier invoices
• Create a bill
• Pay a supplier
• Process a return
• Report contractor payments

Banking

• Set up bank feeds
• Import a bank statement
• Work with bank transactions
• Spending money
• Receiving money
• Reconcile accounts

Payroll

• Set up payroll
• Add employees
• Do a pay run
• Leave management
• Paying super (AU)
• Pay history

Work with others

• Invite your accountant
• Add users
• Edit user details
• Change or reset passwords
• User access levels

End-of-period

• EOFY in Australia
• EOFY in NZ
• Month-end tasks
• BAS / GST returns
• PAYG summaries (AU)
• IRD returns (NZ)

Reporting

• Business reports
• Banking reports
• Sales reports
• Payroll reports
• Bills reports

Customise

• Invoice style
• Add a logo
• Add or edit accounts
• Set up items
• Business details

Subscription

• Sign up
• Subscribe
• View subscription details
• Edit payment details
• Add another business

Advisors

• Partner dashboard
• Add dashboard users
• Add a client business
• Remove a business
• MYOB Partner Program

Tips & tricks

• Work smarter with bills
• Set up how-to-pay details
• Choose an invoice layout
• Import an accounts list
• Importing and exporting

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