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MYOB Portal
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If you don't use MYOB AE or MYOB AO in your practice, this information won't be relevant to you. See our Getting started for partners page instead.

 

MYOB Practice can be used on any computer or mobile device with access to the internet. Use one of the latest 2 versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Internet Explorer
  • Microsoft Edge
  • Safari

to ensure that MYOB Portal displays and performs correctly. It would also be ideal if your browser has cookies and JavaScript enabled. 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.

Overview video

Check out this video for an overview on using MYOB Portal.

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This section is relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice.

You can access MYOB Practice at any time:

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

 

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To make sure that MYOB Practice displays and works correctly, use the latest versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Microsoft Edge
  • Safari.
Ensure If you
  • want to activate MYOB

Portal
  • Practice 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 do the next step.Click Image Removed
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Before you start
  • Make sure that you have set up MYOB Logins for each of your employees.

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If you have multiple databases, set up MYOB Logins for each database.

  • For

more info, see: - Setting up
  • MYOB

Logins for your practice, for Australian MYOB
  • AE clients

. - Setting up MYOB Logins for your practice, for Australian MYOB AO clients. - Setting up MYOB Logins for your practice, for New Zealand MYOB AE clients. - Setting up MYOB Logins for your practice, for New Zealand MYOB AO clients.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 Australian MYOB AE clients, see Document views for more info. For New Zealand MYOB AE clients, see Document views for more info.
Install the following software: - For Australian MYOB AE clients - MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) - For Australian MYOB AO clients - MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) - For New Zealand MYOB AE clients - MYOB AE 5.4.12 and Document Manager 4.0.13 - For New Zealand MYOB AO clients - MYOB AO 2015.3 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13).
  • If you

need to see the instructions in the relevant Installation / Upgrade Guides for details on installing.

Open your MYOB AE or MYOB AO software on your desktop.

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  1. Open your MYOB AE or MYOB AO software on your desktop. 

  2. Click Image Added on the toolbar. A message displays letting you know that it may take some time to set up your online data.

  3. Click Yes. The Terms of Use display.

  4. Carefully read through the terms and conditions

    .Select

    and then select the I agree with the above terms of use checkbox.

  5. Click OK.
    Once your online data has been set up, you'll be directed to MYOB

    Portal

    Practice. A Welcome to AO/AE Live screen displays.

  6. 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.

  7. Click Finish.

    You'll now have access to MYOB

    Portal

    Practice. You'll be logged in as the same user you were logged into MYOB AE or MYOB AO - your desktop version.

Access after the first time

After the first time, you'll be able to access MYOB Portal, either:

  • directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have MYOB AO). Bookmark the page for easy access in the future. or
  • clicking Image Removed 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. You can also use another database, if you have multiple database. See How do I access a different database, if I have multiple database for more info.

What do I do next?

The first thing you may want to do is view your clients.

Then complete setting up your portal.

???Support details

If you have any issues with MYOB Portal, please contact MYOB Support on 1300 555 666.

If you have any issues with the Accounting dashboard, please contact MYOB Support on 1300 335 666. 

Problems?

Start by checking our FAQ and Troubleshooting contacts help topics. Please contact MYOB Support if you keep having issues.

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titleTroubleshooting
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Support note 1 (AU)

Support note 1 (NZ)

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