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In the Online files view, you can open your Essentials or AccountRight files and even your Ledger files that you've migrated from AE/AO desktop.

You can also open files from the Client workspace page.

If you've received an email or in-product message saying that your client's MYOB Essentials business will be soon upgraded, learn more about what you need to do.

To open an AE/AO ledger

 You'll need to select the filter for Ledger to see your AE/AO ledgers.

  1. Go to the Transaction processing > Online files tab.
  2. Click Filter and select Ledger. You'll now see your AE/AO ledgers in the list.
  3. Click the ledger name. The file opens in a new browser tab.
To open an Essentials file

Don't see any MYOB Essentials files listed? You might not have been given access to your practice's files. A practice administrator can log in to MYOB Essentials and give you access.

  1. Go to the Transaction processing > Online files tab.
  2. Click the MYOB Essentials business name. The file opens in a new browser tab, so that you can finish setting up the business. If you've already set up the file, you'll go directly to the transaction listings.

    • When you try to access the file from transaction processing the first time, you may see a list of all of your client's businesses rather than the dashboard for that business. Click the business again to access it.
    • If you have a New Zealand client using MYOB Essentials Payroll, you'll be taken to the Set up your client's new MYOB account page where you can complete setting up your client's business.
To open an AccountRight file
  1. Go to the Transaction processing > Online files tab.

  2. Click the AccountRight file that you want to open. The file opens in a new browser tab. Changes you make to transaction data in the AccountRight file will be saved back in Transaction processing.

    • When you try to access the file from transaction processing the first time, you may see a list of all of your client's businesses rather than the dashboard for that business. Click the business again to access it.
    • You can still access all your files in AccountRight on the desktop. There are still some features on the way for working with AccountRight files in the browser. For these features, you'll need to work with the file in AccountRight on the desktop.
    • You may have previously been opening AccountRight files on the desktop via the Transaction processing page. If so, you no longer need the AccountRight Launcher that you had to install to access those files on the desktop, since the files now open in the browser.