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In MYOB Practice you can store information about your clients. This gives you easy access to their contact details, even when you're on the road.
A client can be an individual, a business or another organisation.
To view your client records, click Clients in the side navigation bar. The Clients page displays a list of all the clients in your database and the portals you've set up for them.
Have a long list of clients, but just working on just a few at the moment? Add the clients you're working on to My List.
What you can do on this page depends on whether you use MYOB AE/AO desktop software in your practice.
Each client’s phone number, address and tax information you entered in MYOB AE/AO will appear automatically in MYOB Practice.
To edit the information that appears in MYOB Practice, you’ll need to make the changes in your desktop software.
You can add clients directly in MYOB Practice by clicking Create client on the Clients list page.
To edit a client, select them in the Client list, and then click Edit to add or makes changes to their information.
Sync with your contacts
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Copyright © 2019 MYOB Technology Pty Ltd. This help is a guide only, provided in accordance with our legal disclaimer . For tax or accounting advice, consult the relevant tax authority or regulator.