MYOB Practice
Page tree

Versions Compared

Old Version 24

changes.mady.by.user Unknown User (vilma.zubak)

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

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

  2. Click Image Removed 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.
  5. Select the I agree with the above terms of use checkbox.
  6. 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.
  7. 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.
  8. Click Finish.
    You'll now have access to MYOB Portal. 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

Please contact MYOB Support on 1300 555 666 if you have any problems or concerns.

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 gives you all the information you need to get up and running and learn all things you can do in MYOB Practice.

Accessing MYOB Practice

You can access MYOB Practice if you're an:

html-wrap
classcol span_3_of_5
UI Text Box
typenote
This section is only relevant if you're using MYOB AE or MYOB AO on a desktop computer in your practice. 

MYOB Portal 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.

UI Expand
titleBefore you start

  1. Ensure that you have set up MYOB Logins for each of your employees.

    UI Text Box
    typetip

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

    For more info, see:
    For Australian:
     - MYOB AE clients, Setting up MYOB Logins for your practice.
    - MYOB AO clients, Setting up MYOB Logins for your practice.
    For New Zealand:
     - MYOB AE clients, Setting up MYOB Logins for your practice.
    - MYOB AO clients, Setting up MYOB Logins for your practice.

  2. 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.

  3. 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)
    - 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
    -  MYOB AO clients - 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.

  4. If you want to activate MYOB Portal 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.
  5. You may also want to consider disabling the Share It auto prompts to the portal.
UI Expand
titleLet's start
Anchor
lets_startlets_start
Anchor
AEAO
AEAO
I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device:

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

Before starting to use MYOB Practice, click the links below to set up your MYOB Practice.

TopicHelp

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 are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.
Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere.
Transaction processing gives you an overview of the status of client files and lets you launch into more details, and create new files.
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, 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.

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

Topic

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
Create MYOB online files or learn how to request access to clients' files.

Need more help?

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

Overview of workflow

Setting up my portal

About your client portals

Children List
About MYOB Practice
alltrue
About MYOB Practice
depth3
pageAbout MYOB Practice

Image AddedMYOB Practice home

CSS Stylesheet
.rwui_tab_content.rw_active {background-color: white!important;}

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