MYOB Practice
Page tree

Versions Compared

Old Version 108

changes.mady.by.user MartinW

Saved on

compared with

New Version Current

changes.mady.by.user MartinW

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
CSS Stylesheet
/* Resize tab font */
.rwui_expandable_item_body a.rw_active:hover {
	background: #6100A5 !important;
	color: white !important;
	}
}
@media screen and (min-width: 1222px) and (max-width: 2555px) {
	.rwui_tabs_menu li a {
	padding: 1px 3px 1px 3px !important;
	font-size: 0.7em;
	}
}
@media screen and (min-width: 803px) and (max-width: 1221px) {
	.rwui_tabs_menu li a {
	padding: 1px 2px 1px 2px !important;
	font-size: 0.6em;
	}
}
@media screen and (max-width: 802px) {
	.rwui_tabs_menu li a {
	padding: 1px 2px 1px 2px !important;
	font-size: 0.5em;
	}
}

click the links below to set up your MYOB Practice.

HTML Wrap
classsection group
HTML
<span data-swiftype-index="true">

The information in this tab only applies if you have MYOB Practice without MYOB AE/AO.

Access MYOB Practice

Accessing MYOB Practice

You can access MYOB Practice if you're an:

HTML Wrap
classcol span_3_of_5

What is MYOB Practice?

A set of online collaboration tools for accountants and bookkeepers to manage daily tasks with everything in one place. Want to know more? Read all about MYOB Practice.

Before you start working in MYOB Practice, you need to complete some setup tasks. This page points gives you to all the information you need to get up and running , and provides suggestions about what you might want to read next to learn about all the things you can do in MYOB Practice.

UI Text Box
typetip
You can also learn more about MYOB Practice.
UI Tabs
UI Tab
titleMYOB Practice users
Anchor
AEAO
AEAO
I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device

at https://

:

Get set up
  • by clicking the cloudImage Added on the toolbar of your MYOB AE/AO desktop software.

Before starting to use MYOB Practice,

there are some one-time setup tasks you'll need to do at a practice level.		StepPortal
TopicHelp
1Contacts and clients setup2Practice staff setup3Tax setup4Practice information5Practice defaults6Online files

Learn how to use MYOB Practice

TopicDescriptionNZ taxComplete compliance work in MYOB Practice to take care of your client's tax obligations.

Enable Contacts sync: By syncing your contacts, you can access and sync your client's contact data from MYOB AE/AO in MYOB Practice.

All about setting up MYOB Practice (AU and NZ).
Permissions settings for your MYOB Practice users.
Portals let you share documents securely and keep your clients up-to-date.
Tasks
Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.
Documents
Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere.
Transaction processing
Transaction processing gives you an overview of the status of client files
,
and lets you launch into more details, and create new files.

Need more help?

UI Tab
titleMYOB partners

The information in this tab only applies if you are on the MYOB Partner Program.

Access MYOB Practice

If you’re the primary contact for an MYOB account, you
Practice information

Anchor
PartnerP
PartnerP
I'm a Partner Program member (without AE/AO)

You can access MYOB Practice from any device at https://partner.myob.com.

As the primary contact, you’ll also be the

administrator

Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

Get set up

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Practice information

Topic

  • Payment profile
  • Access Management

    •  

    Need more help?

    UI Tab
    titleMYOB AE/AO users

    The information in this tab only applies if you have both MYOB Practice and MYOB AE/AO.

    Access MYOB Practice

    You can access MYOB Practice from any device:

    • directly from your browser by visiting partner.myob.com.
    • by clicking Image Removed on the toolbar of your MYOB AE/AO desktop software.

    Get set up

    Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

  • Practice information
  • Access Management
    • Practice defaults
  • Email notifications

    •  Need more help?

  • Check the FAQ and Troubleshooting contacts help topics.

    • Help

    Setup your clients and contacts and add their online files,
    prepare activity statements.
    Give and restrict access to your employees.
    Set up all your portal, payment options for the MYOB files.
    Setup your document profiles, and customize email preferences
  • Customising document templates - Corp Admin (AU only)

    • Learn how to use MYOB Practice

    TopicDescription

    NZ tax

    AU tax

    Complete compliance work in MYOB Practice to take care of your client's tax obligations.PortalPortals let you share documents securely and keep your clients up-to-date.TasksTasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.DocumentsStoring documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhereTransaction processingTransaction processing gives you an overview of the status of client files, lets you launch into more details and create new files.
    Create MYOB online files or learn how to request access to clients' files.

    Need more help?

     
  • (New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.
    • HTML
    </span>
    HTML Wrap
    width15%
    classcol span_1_of_5
     
    HTML Wrap
    floatleft
    classcol span_1_of_5
    div
    idrnwdate

    Page last updated:

    Page Information Macro
    modified-date
    modified-date
    dateFormatdd MMMM yyyy

    Panelbox
    namegreen
    titleRelated topics
    HTML Wrap
    classsidebarlinks

    list-children
    About MYOB Practice
    alltrue
    About MYOB Practice
    depth3
    pageAbout MYOB Practice

    MYOB Practice home

    ...

    Was this information helpful?

    Yes
    No

    Why not?




    Sorry to hear that. See if our community forum can help.

    How would you improve this page?

    Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.

    Thanks for your feedback.

    Thanks! Anything you'd like to add?

    We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.

     

     

     

     

      Get started

      Clients

      Client files

      Tasks

      Documents

      Tax

    practiceSolutionsHelp
    Accountants and Partners
    Practice Online
    Practice Online (AU)
    Practice Online (NZ)
    Australia
    New Zealand

    Copyright © 2023 MYOB Technology Pty Ltd. 
    This help is a guide only, provided in accordance with our     legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.

    Terms of use  |  Privacy policy  |  Security policy  |  All legal notices