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MYOB Partners only
If you're not a member of the MYOB Partner Program, you can manage your clients' businesses from the My businesses page.
This page lists all of your clients' businesses and allows you to click through to access each business.
Are you an MYOB Partner? If you're an MYOB Partner, you'll use The Partner Dashboard to manage your clients instead. Sign up for the MYOB Partner Program here: Australia | New Zealand.
You can create a business for a client by clicking Add business and entering the client's details.
When finished click Add business and go to dashboard. The business will then be available from your My Businesses list.
To give your client access to the business, add them as a user. See Creating users.
If your client is already using MYOB Essentials and you want to get access to their business, ask them to invite you as a user. See Creating users for the steps they need to do to invite you.
If you want to stop working with a client's business, you can ask them to delete you as a user from their business. See Edit and delete users.
MYOB Essentials for accounting advisors
The Partner Dashboard
Adding more users or businesses
Invite your accountant
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