MYOB Essentials Accounting
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  • Accessing clients' MYOB Essentials businesses

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To access a

client’s MYOB Essentials business
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The client businesses you’ve been granted access to are listed in the My Clients section of the listed on the Partner Dashboard. Click on the business name to jump straight to the selected business’s MYOB Essentials DashboardEssentials Dashboard. You’ll be logged in automatically.

 

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Do you have software that blocks pop-up windows? Your client’s MYOB Essentials business will open in a new window, so you need to disable the blocking on the MYOB Essentials site before you start.

client's MYOB Essentials business

  1. Log in to MYOB Essentials as an accounting advisor.
In the My Clients section of the Partner Dashboard, the
  1. The Partner Dashboard appears, and the clients whose businesses you manage using MYOB Essentials are listed.
  2. Click the business name of the business you want to work with.
A new browser window opens, displaying the
  1. The selected business’s MYOB Essentials Dashboard appears,
ready
  1.  ready for you to start work. You’re logged in automatically.
Your MYOB Essentials Partner Dashboard  remains open in its own browser window, and you can return to it at any time.
  1. You can now work with most areas of your client’s MYOB Essentials business.
    When you’re finished, click Log out at the top of the page, and close the browser window.
  • Return to the MYOB Essentials Partner Dashboard and, if necessary, continue working with your own file.
    When you’re finished, you’ll need to log out separately from this window.
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    MYOB Essentials for accounting advisors

    The Partner Dashboard

    Adding a business on behalf of a client

    Discontinue managing a business with MYOB Essentials

    Managing clients from the My Businesses page

    Business details (Partner Dashboard)

    Users (Partner Dashboard)

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