Using MYOB AO

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How can I check I’ve upgraded successfully?

New Zealand only

Your data was converted and imported into MYOB AO when you upgraded from MYOB AO Classic. Use the information in the following table as a checklist to check that your upgrade has been successful.

Checklist

More Help

Your list of employees

Scan your list of employees in MYOB AO to ensure that it is correct. Open a selection of employees and confirm their details converted successfully.

To do this:

Select Open > Employee from the menu and click Search on the Find Employees page to view a list of Employees.
Double-click an employee name to open and view the employee details.

Finding an existing employee.

Employee charge and cost rates

Before your employees enter timesheet details, check their charge rates and cost rates.

To do this:

open

Open the relevant Employee page

check

Check the cost rate on the Main tab

check

Check charge rates on the Charge Rates tab.

Any information entered in the Personal details box in MYOB AO Classic (such as their address) will need to be entered into MYOB AO if required.

Finding an existing employee.

Your list of clients

Scan the list of clients in MYOB AO to ensure that it is correct. Open a selection of key clients and confirm that their client name, address and IRD converted successfully.

To do this:

Click

Image Removed

Image Added and click Search on the Find Clients page to view a list of clients. The total number clients is listed at the top of the search results table.
Double-click an client name to open and view the client details.

Finding an existing client.

MYOB AO Classic Integration

Check that MYOB AO is integrated with MYOB AO Classic. This ensures that changes to certain client data made in MYOB AO are also made to your AO Classic database.

To do this:

Select Maintenance > Maintenance Map from the menu.
Select AO Classic Settings from the Tasks bar.
Check the AO Classic integration details and ensure:
Current integration status is Integrated, and
AO Classic database is set to the Data folder containing your AO Classic database.

What data is updated in MYOB AO Classic when I change it in MYOB AO? lists the data that is updated in MYOB AO Classic.

Open a MYOB AO Classic return from MYOB AO

Ensure that you can open and view tax returns in MYOB AO Classic from MYOB AO.

To do this:

Search for and open a client.
Access the Client page > Main tab.
Select Return preparation from the Tasks bar.

Finding an existing client

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Using MYOB AO

Clients

Recording time & disbursements

Using Jobs

Bills

Debtors

Reporting

Tax Australia

Tax Manager (NZ)

Administration

Maintenance