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

Problems?

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

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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.

You can access MYOB Practice at any time

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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I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device:

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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
  • Internet Explorer
  • Microsoft Edge
  • Safari.
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  • Make sure that you have set up MYOB Logins for each of your employees.

  • 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.

  • If you want to activate MYOB Practice 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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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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MP

Setting up your portal options

Portals

What can I do?

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About MYOB Practice
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  Get started

  Clients

  Client files

  Tasks

  Documents

  Tax

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Accountants and Partners
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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.

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