How satisfied are you with our online help?*
Just these help pages, not phone support or the product itself
Why did you give this rating?
Anything else you want to tell us about the help?
You've got Client Accounting installed and licensed, but there are some other preparation tasks you need to do before your practice is ready use Client Accounting.
You'll find just about everything you need to prepare your practice in the Client Accounting settings. Access the Client Accounting settings from the Maintenance Map of your Accountants Office (AO) or Accountants Enterprise (AE) software. We'll walk you through everything you'll need to do in this workflow.
Tasks to work on to get Client Accounting practice-ready
What you'll need
An active internet connection.
The username and password of an administrator or super user.
Entered an MYOB login into the practice my.MYOB settings of your software.
The login credentials of your practice MYOB login.
Complete the tasks relevant to your practice
Let us show you how
Where to from here?
Once you've finished the tasks on this page, your practice is ready to move on to ledger or asset setup tasks. However, you may want to do some additional administrative tasks to protect your client's data, or apply your practice's report style to the reports produced from Statutory Reporter:
Otherwise, click where you want to go next.