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| | This section is only relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice. |
MYOB Portal Practice Online can be used on any computer or mobile device with access to the internet. To make sure that MYOB Portal Practice Online displays and works correctly, use one of the latest two versions of the following supported browsers: - Firefox
- Google Chrome
- Internet Explorer
- Microsoft Edge
- Safari.
It's best if you enable cookies and JavaScript on your browser as well. See How to enable cookies and How to enable JavaScript if you need more info. If you're using a mobile device, you can use one of the latest 2 versions of any mobile operating system. Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported. | UI Expand |
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| Make sure that you have set up MYOB Logins for each of your employees. | UI Text Box |
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| If you have multiple databases, set up MYOB Logins for each database. |
For more info... | If you use... | See... |
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MYOB AE in AustraliaSetting up MYOB Logins for your practice | | MYOB AO in Australia | Setting up MYOB Logins for your practice | | MYOB AE in New Zealand | Setting up MYOB Logins for your practice | | MYOB AO in New Zealand | Setting up MYOB Logins for your practice | For MYOB AE clients only, if you're not using Document Manager with MYOB AE, make sure that you're using the Windows Explorer view for your Clients > Documents tab.
For more info...
Install the following software...: | If you use... | Install this version or later... |
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| MYOB AE in Australia | MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) | | MYOB AO in Australia | MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) | | MYOB AE in New Zealand | MYOB AE 5.4.12 and Document Manager 4.0.13 | | MYOB AO in New Zealand | MYOB AO 2015.3 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) |
If you need more information on installing the latest software, see the instructions in the relevant Installation / Upgrade Guides for details.
- If you want to activate MYOB Portal Practice Online at a later stage or only make it available to certain employees in your practice, see Restricting access for more info. This should be done before you continue to Let's start.
- You may also want to consider disabling the Share It auto prompts to the portal.
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| Open your MYOB AE or MYOB AO software on your desktop. - Click
 Image Removed  Image Added on the toolbar. A message displays letting you know that it may take some time to set up your online data. - Click Yes. The Terms of Use display.
- Carefully read through the terms and conditions and then select the I agree with the above terms of use checkbox.
- Click OK.
Once your online data has been set up, you'll be directed to MYOB Portal. A Welcome to AO/AE Live screen displays. - Enter your practice name.
By default, this is your company name as entered in MYOB AE or MYOB AO on your desktop. You would have set this up in Maintenance > Internal > Companies > Company Name. The first name in the list on the Maintenance - Companies page is used. If you would like to use a different practice name, simply edit the existing text. - Click Finish.
You'll now have access to MYOB PortalPractice Online. You'll be logged in as the same user you were logged into MYOB AE or MYOB AO - your desktop version.
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Access after the first timeAfter the first time, you'll be able to access MYOB PortalPractice Online, either: - directly from your browser using ae.myob.com (if you have MYOB AE) or ao.myob.com (if you have MYOB AO). Bookmark the page for easy access in the future.
or - clicking Image Removed Image Added on the toolbar of your desktop version of MYOB AE or MYOB AO.
Once you've logged in, you'll automatically have access to the same database that you were using on your desktop. What do I do next?- The first thing you may want to do is view your clients.
- Next, you can complete setting up your portal options.
- You may also want to consider enabling enable two-factor authentication for your account. Two-factor authentication is a feature that makes signing into your account more secure. It combines something you know (your password) with something you have (your phone). This makes it harder for people to log into your account using a stolen password.
Want to learn more about 2FA? See The cheat's guide to two-factor authentication, or view For more information, see the 2-factor authentication online help .
For more information on whether or not 2FA is suitable for your practice, see and Two-factor authentication for accountants.
Problems?Feel free to contact MYOB Support on 1300 555 666 if you have any problems or concerns. | 
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