The information in this tab only applies if you have both MYOB Practice and MYOB AE/AO. The contacts you've set up in your MYOB AE/AO desktop software will appear automatically in the Contact list in MYOB Practice. This includes each client’s phone number, address, IRD number, family group and associations details you entered in MYOB AE/AO. If you change these details in AE/AO, they will automatically sync with MYOB Practice. You can't create or edit contact and client details directly in MYOB Practice, but any changes you make in AE/AO will sync automatically, so you're always viewing the most up-to-date information. To edit the information that appears in MYOB Practice, you’ll ; you need to make the changes in your desktop softwareAE/AO. If you have a new client, or want to link an MYOB Essentials or AccountRight business to a client who doesn't appear in MYOB Practice, you 'll need to create the contact in your MYOB AE/AO desktop software first. If your MYOB AE/AO contacts or clients aren't appearing in MYOB Practice, check that contact migration is turned on. |