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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. To make sure that MYOB Portal displays and works correctly, use one of the latest two versions of the following supported browsers:

  • Firefox
  • Google Chrome
  • Internet Explorer
  • Microsoft Edge
  • Safari.

It's best if you enable cookies and JavaScript on your browser as well. 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
  1. Make sure 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...

    If you use...See...
    MYOB AE in Australia Setting up MYOB Logins for your practice
    MYOB AO in Australia Setting up MYOB Logins for your practice
    MYOB AE in New Zealand Setting up MYOB Logins for your practice
    MYOB AO in New Zealand Setting up MYOB Logins for your practice
  2. 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 more info...

    If you use...See...
    MYOB AE in Australia Document views
    MYOB AE in New ZealandDocument views
  3. Install the following software...

    If you use...Install...
    MYOB AE in AustraliaMYOB AE 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AO in AustraliaMYOB AO 2015.2 (which includes Practice Manager 5.4.12 and Document Manager 4.0.13)
    MYOB AE in New ZealandMYOB AE 5.4.12 and Document Manager 4.0.13
    MYOB AO in New ZealandMYOB 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.
     

  4. If you want to activate MYOB Portal at a later stage or only make it available to certain employees in your practice, see Restrict access to the portal for more info. This should be done before you continue to Let's start.
     
  5. You may also want to consider disabling the Share It auto prompts to the portal.
Let's start

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

  2. Click 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 Portal. 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 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 ae.myob.com (if you have MYOB AE) or 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.

What do I do next?

The first thing you may want to do is view your clients.

Then complete setting up your portal.

Problems?

Feel free to contact MYOB Support on 1300 555 666 if you have any problems or concerns.

 
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