Yes, if your server's not up and running you won't be able to access your MYOB Portal.

Yes. MYOB Portal is an online product which reads your desktop MYOB AE/AO data directly from your server back in the practice, therefore you need internet access on the server.

The server that MYOB AE/AO is installed on will need internet access.

Two-factor authentication (2FA) is a secure sign in process. It combines something you know (your password) with something you have (your phone). This protects your login identity, making it harder for unauthorised users to login using a stolen password.

For more information, see 2-factor authentication.

Your client is using an email address that is different to the one you used for them when you created their portal and that is included on the email invitation they received.

Advise your client to log into the portal using the same email address that is on the email invitation.

If the email on the invitation is incorrect, edit the client portal to include the client's correct email address and re-send the invitation.

1. Go to my.myob for Australian clients and my.myob for New Zealand clients.
2. Click Sign up for a my.MYOB account.
   The Sign in or Register page displays.
3. Enter your Serial Number (if you're already using MYOB software).
   If you don't have any MYOB software or a serial number, contact MYOB to organize an account.
4. Enter your First and Last Name.
5. Enter your Email Address.
6. Enter a Password and then re-enter it in the next field to confirm it.
7. Click Next.
8. Complete the details as required on the next page.
9. Click Submit.
   You'll now be able to use these details to login to your portal.

After the first time, you'll be able to access MYOB Portal directly from your browser using ae.myob.com or ao.myob.com, depending on whether you have MYOB AE or MYOB AO desktop version, respectively.

After logging in, select the appropriate database if you have multiple databases. See Access a different database for more info.

1. Click the drop-down arrow next to your name in the top right-hand corner of the purple bar.
2. Select Change practice.
   The Select practice screen displays.
3. Click on the database field to display a list of available and accessible databases, then select the database you want.
4. Click Select practice.

Your website administrator should be able to link to your portal using its url.

At this stage, you're not able to customize your emails using templates. But you can create a Microsoft Word document with the information you want to include for specific document types and actions that are used when publishing to the portal. Then simply cut and paste this information into the Title and Description fields of the Publish to Portal page.

• If you have Document Manager, you can use the Share It feature.
• If you don't have Document Manager, use the Share It button on the toolbar of the print preview window.

See Selecting documents to send to your portal for more info.

Signing in using two-factor authentication is a simple process:

1. Sign in to your MYOB account. A screen will appear asking for a verification code.
2. Open the authenticator app on your phone, and find the verification code for your MYOB account.
3. Enter the verification code in the Verification code field on your computer screen.
4. Click Sign in to access your account.

For an illustrated example, see Signing in with two-factor authentication.

Your MYOB Portal activation has been unsuccessful. You won't be able to enter a practicename in the Welcome AO/AE Live window, after clicking the  icon on your desktop toolbar.

Some of the reasons for this may be that:

• the MYOB OnTheGo API Service wasn't running when you attempted to access MYOB Portal. See Checking your MYOB OnTheGo API service for more info.
• the MYOB OnTheGo API Serive was running but there was an error - Unable to Activate at this time. See Knowledge Base Article 36833 for more info. 

Once the MYOB OnTheGo API Service is running, return to the Welcome AO/AE Live window and re-enter your details. You should now have your client information displayed in your portal.

Check to see that you've set the pop-up blocker in your browser to allow pop-ups from the corresponding website.

You may receive the following error The document type is not a supported file type when publishing a document to the portal.

There may be a number of reasons for the error:

• You'll get this error if the document you're attempting to publish to the portal has any security restrictions.
  To check the security on a PDF document, open the document in Adobe Reader. You'll notice that the word Secured is displayed next to the document name.
•  Your document may not be one of the supported file formats that can be converted to PDF when you publish to your portal:
  • Microsoft Office - doc, docx, ppt, pptx, rtf, xls, xlsx
  • Graphics - bmp, gif, jpg, jpeg, png
  • Others - htm, html, msg, pdf, tif, txt, xml
• Your document may be larger that the maximum file size of 18MB. 

There may be a number of possible reasons for this:

• The email invitation sent to your client may include an incorrect or invalid email address for them.
  At this stage, if the email invitation has an incorrect or invalid email address for your client, then you won't be notified that the email is wrong. We suggest that you contact your client directly and find out whether the email address you've used was correct and valid.
  Prior to setting up your client portals, we recommend that you check with your client which email address they would prefer to use for your collaborative portal.
• They may have ignored the email invitation or not understood it.
  We suggest that you contact them and show them what the collaborative portal can do. To aid you in this, you can use the information provided on the client portals.

If you don't have access to the Authenticator app on your phone, you can use your one-time use backup codes to log in. These backup codes were generated when you set up two-factor authentication. You can download your 2FA backup codes at any time from the Security Centre.

For more information on signing in using a backup code, see Using your backup codes.

You’re not able to upload the same file twice. Try renaming the file, then uploading it again. You'll be able to do this provided you have entitlement for another online file.

Just wait a few seconds and the auto-refresh will display your new listing.

You could also refresh your browser page. Just note that if you do this all your filtering/sorting options will be removed.