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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

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
  • 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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    titleBefore you start
    • 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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    titleFirst-time setup

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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 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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    titleRelated topics
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    Topic 1

    Topic 2

    Topic 3

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    titleTroubleshooting
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    Support note 1 (AU)

    Support note 1 (NZ)

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    More »

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    Setting up your portal options

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