Getting started with your portal

https://help.myob.com/wiki/x/0BWEAQ

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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 Portal can be used on any computer or mobile device with access to the internet. Use one of the latest 2 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.

Before you start

Ensure that you have set up MYOB Logins for each of your employees.

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

For more info, see:
For Australian:
- MYOB AE clients, Setting up MYOB Logins for your practice.
- MYOB AO clients, Setting up MYOB Logins for your practice,
For New Zealand:
- MYOB AE clients, Setting up MYOB Logins for your practice,
- MYOB AO clients, Setting up MYOB Logins for your practice,
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.
For Australian MYOB AE clients, see Document views for more info.
For New Zealand MYOB AE clients, see Document views for more info.
Install the following software:
For Australian:
- MYOB AE clients - MYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
- MYOB AO clients - MYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
For New Zealand:
- MYOB AE clients - MYOB AE 5.4.12 and Document Manager 4.0.13
- MYOB AO clients - MYOB 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 Portal at a later stage or only make it available to certain employees in your practice, see Restricting access for more info. This should be done before you continue to Let's start.
You may also want to disable the Share it option

Let's start

Open your MYOB AE or MYOB AO software on your desktop.

If you want to activate MYOB Portal at a later stage or only make it available to certain employees in your practice, see Restricting access for more info. This should be done before you do the next step.
Click on the toolbar. A message displays letting you know that it may take some time to set up your online data.
Click Yes. The Terms of Use display.
Carefully read through the terms and conditions.
Select the I agree with the above terms of use checkbox.
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.
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.
Click Finish.
You'll now have access to MYOB Portal. 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 Portal, either:

directly from your browser using http://ae.myob.com (if you have MYOB AE) or http://ao.myob.com (if you have MYOB AO). Bookmark the page for easy access in the future.
or
clicking 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. You can also use another database, if you have multiple database. See How do I access a different database, if I have multiple database for more info.