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| This section is only relevant if you're using If you don't use MYOB AE or MYOB AO on a desktop computer in AO in your practice, this information won't be relevant to you. See our Getting started for partners page instead. |
MYOB Portal Practice can be used on any computer or mobile device with access to the internet. 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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title | System requirements |
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| To make sure that MYOB | Portal Practice displays and works correctly, use | one of two versions of the following supported browsers: | Internet ExplorerIt's best if you enable cookies and JavaScript on your browser as well. 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 |
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title | Before you start |
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| If you have multiple databases, set up MYOB Logins for each database. | more info... | If you use... | See... | in AustraliaSetting up MYOB Logins for your practice | MYOB AO in Australia | Setting up MYOB Logins for your practice | MYOB AE in New Zealand | Setting up MYOB Logins for your practice | MYOB AO in New Zealand | Setting up MYOB Logins for your practice | For MYOB AE For more info... use...See... | MYOB AE in Australia | Document views | MYOB AE in New Zealand | Document views | Install the following software... If you use... | Install... |
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MYOB AE in Australia | MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) | MYOB AO in Australia | MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13) | MYOB AE in New Zealand | MYOB AE 5.4.12 and Document Manager 4.0.13 | MYOB AO in New Zealand | 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. If you Portal Restrict to the portal This should be done before you continue to Let's start. You may also want to consider disabling the Share It auto prompts to the portal.
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title | Let's startFirst-time setup |
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| Open your MYOB AE or MYOB AO software on your desktop. Click Image Removed Image Added on the toolbar. A message displays letting you know that it may take some time to set up your online data. Click Yes. The Terms of Use display. Carefully read through the terms and conditions and then select the I agree with the above terms of use checkbox. Click OK. Once your online data has been set up, you'll be directed to MYOB PortalPractice. A Welcome to AO/AE Live screen displays. 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. Click Finish. You'll now have access to MYOB PortalPractice. You'll be logged in as the same user you were logged into MYOB AE or MYOB AO - your desktop version.
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Access after the first timeAfter the first time, you'll be able to access MYOB Portal, either: - directly from your browser using ae.myob.com (if you have MYOB AE) or 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. What do I do next?Problems?Feel free to contact MYOB Support on 1300 555 666 if you have any problems or concernsProblems?Start by checking our FAQ and Troubleshooting contacts help topics. Please contact MYOB Support if you keep having issues. |