MYOB Business upgrade guide

https://help.myob.com/wiki/x/hRCjBQ

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If you've just upgraded from MYOB Essentials to MYOB Business, here's some help to get you up and running.

Now that you've been upgraded to the MYOB Business, take a moment to confirm that everything is set up properly:

	Have you updated your MYOB Essentials bookmark?
	MYOB Partners, check if you need to add users
	Is your bank reconciliation up to date?
	Review your bank feed rules
	Check your sales settings and invoice templates
	Is your chart of accounts set up the way you like it?
	(New Zealand only) Use payroll? Check your employee details

Need to do a pay run now?

Find out how to create your first pay run after upgrading.

Tasks you might need to do

Check your employee details
Manually send new employee details to IR
If your employees submit timesheets, set up MYOB Team

Want to learn more?

For all the details on how payroll is different in MYOB Business, see Learn about payroll changes after upgrading.

Things not going to plan?

See Getting help and support.

With the MYOB Business, you get powerful new features, a cleaner look, more responsive experience on mobile devices and significant workflow improvements. As we've moved you to a new product, naturally some things work differently.

For a detailed view of what's different, check out the following help topics:

Learn about general feature changes after upgrading
(New Zealand Payroll users) Learn about payroll changes after upgrading

or see the free online training:

Keep track of what's new in MYOB Business – visit (and bookmark) the release notes.

While we do our best to make sure that your new MYOB Business is ready to use immediately after upgrading, we know that sometimes things don't work out. Here's some resources to help you out of a jam.

Upgrade help topics

These help topics address known issues or feature differences that people get stuck on:

To access help in MYOB Business

At the top right of any MYOB page, click the question mark to open the help panel.

You'll see info relating to the MYOB page you're on, without having to leave your software. Depending on the page, you might also see some frequently asked questions or links to more detailed help topics.

Is there a user manual?

MYOB Business is fully online software, so the help is also online within your software. No need to go searching for the relevant information in a user guide – information relevant to the page of MYOB that you're on is right there and always current (unlike a printed user manual).

What if I need more help?

Community Forum	View topics and discuss your questions with other users of MYOB. Join the discussion.
Ask MOCA, our virtual assistant	Click the chat bubble at the bottom of any help page and ask a question. If MOCA can't help, you'll be guided to our other support options, including live chat. Can't see the chat bubble? If you're using an ad blocker on your web browser, this might be stopping the chat button appearing.
Submit a support request	If you have access to My Account, log in at myaccount.myob.com and click Contact support.
Support call	The Contact Us page of the MYOB website has phone numbers if you scroll down. Look for the product support number. There is also an overseas number if you need it.

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Need to do a pay run now?

Tasks you might need to do

Want to learn more?

Things not going to plan?

Upgrade help topics

To access help in MYOB Business

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