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  • Make sure that you have set up MYOB Logins for each of your employees.

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

    MYOB Practice Online can be used on any computer or mobile device with access to the internet. To make sure that MYOB Practice Online displays and works correctly, use one of the latest two versions of the following supported browsers:

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

    Screen resolutions from (640px x 960px) to (2560px x 1440px) are supported.

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

    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.
  • Install the following software:

    If you use...Install this version or later...
    MYOB AE in AustraliaMYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AO in AustraliaMYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AE in New ZealandMYOB AE 5.4.12 and Document Manager 4.0.13
    MYOB AO in New ZealandMYOB 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 want to activate MYOB Practice Online at a later stage or only make it available to certain employees in your practice, see Restricting access for more info.
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    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 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. 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 Practice Online. 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 Practice Online, 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?

    • The first thing you may want to do is view your clients.
    • Next, you can complete setting up your portal options.
    • You may also want to enable two-factor authentication for your account. Two-factor authentication is a feature that makes signing into your account more secure. It combines something you know (your password) with something you have (your phone). This makes it harder for people to log into your account using a stolen password. For more information, see the 2-factor authentication online help and Two-factor authentication for accountants.

    Problems?

    Feel free to contact MYOB Support on 1300 555 666 if you have any problems or concerns.

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    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:

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    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

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    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?

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    Setting your portal options

    About your client portals

    What can I do?

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    Page last updated:

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    Checking your API service

    You're not in the right place

    Don't have access? 

    Can't see my clients list

    Page unavailable

    A service isn't running

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