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Common tasks
Logging in to MYOB AO

After you have completed the installation on the server and all on workstations you can log in to MYOB AO.

To log in to MYOB AO

  1. Double-click the  MYOB AO icon on the desktop. The MYOB AO Login window opens.
  2. If you are upgrading MYOB AO, enter your MYOB Login or your username and Password.

  3. Ensure that the correct MYOB AO database is selected from the Database drop-down.

  4. Click Login.
    If you are using MYOB for the first time, the Practice my.MYOB Settings window opens where you will be required to use a MYOB Login to access MYOB AO.
    You are logged into MYOB AO and the Find Clients window opens.

    The Admin user has full administrator rights and permissions.

For more information about MYOB Logins, see

Where to find help on using MYOB AO

The online help included with MYOB AO assists you to use the application by providing details about the various options available.

Instructions for getting started with MYOB AO can be found in our online help:

It includes the most commonly used features of MYOB AO.

You can access the online help from anywhere in MYOB AO. Open the online help by:

  • selecting Help > Help Topics from the main menu

  • selecting the Help icon on the toolbar

  • press F1 on any window.

This displays information in the main Help window.

Checking the time of your scheduled backups

MYOB AO has a feature that allows you to automatically back up and restore your database and critical configuration files. This is an important process that needs to be performed at a regular periods, at a time convenient to your practice. You should choose a time when system use is minimal, e.g., overnight or early morning.

As a default, your backups will run everyday at 1pm. You can change this if you prefer, but be aware your computer must be turned on at the scheduled time or the backup will not be able to run.

To change the time of your scheduled backups

  1. Open MYOB AO.

  2. Select MaintenanceBackup > Schedule Backups. The Schedule Backups window opens.

  3. Select when you want the backup to occur.

  4. Click Schedule. The back up process is scheduled and will run in the background.

For more information about backup feature, refer to Backing up and restoring your data in the Maintenance section of the Getting Started Help.

Reviewing task permissions

After installing, you must review the permissions in MYOB AO to ensure the correct users have access to the new tasks provided.

Security groups are used to group employees together to use the same features of MYOB AO. Every employee has to be part of a security group before they can log in. Each employee should only belong to one security group.

The pre-defined security groups in MYOB AO are:

  • Administrator—this group has full rights

  • Everyone—this group has limited rights.

By default, all new employees belong to the Everyone security group.

Each security group as a set of task permissions. These task permissions for each group can be found under Maintenance > Maintenance Map > Task Permissions.

To restrict access to these features for users in a security group

  1. Click MaintenanceMaintenance MapSecurity > Task Permissions.

  2. Select a product (e.g., Tax, Tax Manager, Practice Manager, Central) from the Product drop-down.

  3. Select the relevant security group from the Group drop-down.

  4. Deselect tasks that users in this security group should not perform.

  5. Repeat this process for other security groups and products, as required.

Restricted tasks remain visible in the Tasks bar. If a user selects a restricted task an Access denied message displays.

FAQs
What is my system setup?

You can install MYOB AO on the following setups:

System setup

Description

Example

Standalone computerInstall MYOB AO only on the one computer.

Client server networkInstall MYOB AO on the server, then run a workstation install on each workstation.

Terminal server networkInstall MYOB AO on the one computer (Terminal Server).

To install the software, log onto the Terminal Server console and open Control Panel > Add Remove ProgramsAdd New Programs > CD or Floppy.
On Windows Server 2008, use the Install Application on Terminal Server option in the Programs section of the Control Panel.

Peer to Peer networkInstall MYOB AO on the server, then run a workstation install on each workstation.

What is Enable Linked Connections?

This installation includes a change to your computer’s registry settings to turn on Enable Linked Connections. This change is required on each workstation and server that uses mapped drives.

If the Enable Linked Connections setting is not turned on you may experience issues when installing and using your MYOB software.

After installation, you may be prompted to restart because of the change to the registry for the Enable Linked Connections setting. MYOB recommends you restart as prompted.

For more information, see KB 35152.

Warnings and error messages

General issues

Your computer’s system locale is not compatible

Your computer’s system locale must be set to one of:

  • English (Australia)

  • English (New Zealand)

  • English (UK)

  • English (US).

This setting is controlled using Window’s regional settings.

Changing your system locale

Windows 8 or higher

On Windows 8 the Start menu is not enabled.

  1. Right-click in the desktop and select Personalise.

  2. Select the Control Panel Home link.

  3. Select Region and Language.

  4. Click the Administrative tab.

  5. Click Change system locale... to open a window for changing the setting.

  6. Select English (Australia), English (New Zealand), English (United Kingdom) or English (United States) from the Current system locale drop-down.

  7. Click OK to save the new settings.

For instructions on changing your computer’s system locale settings on other operating systems refer to the online help on your computer.

Your selection is not compatible with your computer’s regional settings

The region you select must match the regional settings on your computer.

When installing MYOB AO (Australia):

  • Your computer’s location must be set to Australia.

  • Your computer’s language format must be set to English (Australia).

Both of these settings are controlled using Window’s regional settings.

To continue installing the software you need to either:

  1. Change your selection on the Regional Selection screen in the installation.

  2. Click Next to continue the installation.
    or

  3. Close the MYOB AO installation menu.

  4. Update your regional settings so that the location and language format coincide with the version of MYOB AO you want to install.

  5. Restart the installation.

Open File - Security Warning

When opening MYOB AO, an Open File Security Warning message may appear. Click Run to proceed and open and log into MYOB AO. If you keep getting this warning message, you should restart your computer.

Press Ctrl+F and type the error you're looking for

ErrorSolution
To use this product, MYOB AO needs to set up online data for your practice. You do not have permission to perform this task. Contact your system administrator for assistance

This error is appearing due to a change in the security settings in MYOB, which is trying to activate online data for you.

To resolve this you will need a person with Superuser rights to log into MYOB and click on the Live icon. Once this is done, you will have access to AO Live.

If you are unsure about who has Superuser rights, refer to KB 32827.

You must log on as system administrator to install this softwareEnsure that your login has administrator rights when performing the installation on the server and on each workstation.
Errors due to Administrator-level permissionAny Administrator-level permission errors which occur during the installation of MYOB AE may be due to User Account Control settings. For example, an error which occurs when the Installation Wizard has trouble accessing a mapped drive during the installation. If such errors occur, you should disable User Account Control for the duration of the installation.
Your computer name is not compatible with this software

Your computer name is not compatible with this software. The computer name must be 15 characters or less.

Call MYOB Support on 1300 555 666. We will provide you with information on how to proceed with the installation.

The regional settings are incorrect

The region you select must match the regional settings on your computer.

When installing MYOB AO:

  • Your computer’s location must be set to Australia.

  • Your computer’s language format must be set to English (Australia).

Both of these settings are controlled using Window’s regional settings.

To continue installing the software you need to either:

  1. Change your selection on the Regional Selection screen in the installation.

  2. Click Next to continue the installation.

or

  1. Close the MYOB AO installation menu.

  2. Update your regional settings so that the location and language format coincide with the version of MYOB AE you want to install.

  3. Restart the installation.

The operating system that you are using is not supported by MYOB

This message indicates you will need to upgrade your operating system before installing MYOB AO.

For example, if you run Windows Vista you will need to upgrade to a current Windows operating system version as Window Vista is no longer supported by MYOB.

MYOB adds new environments to our testing schedule and periodically discontinues testing of older environments. As a general rule, MYOB can only test environments that are fully supported by Microsoft.

See system requirements for a complete list of supported operating systems.

There was an error with the network connectionEnsure your network is configured correctly before continuing with the installation. There may be issues with your server service, network or file sharing settings. Contact your system administrator for help.
You cannot install MYOB AO on this computer

Please note you cannot install MYOB AO on this computer because MYOB Accountants Enterprise (AE) is already installed.

This error means that a MYOB product is already installed on your system. You are not able to install MYOB AE and MYOB AO on the same computer.

You need to run a full version of the installation

When reviewing the System check results screen you may see failures if the following components are not installed on your computer:

  • Windows Installer

  • Microsoft .NET Framework

  • Windows Powershell

  • Visual C++

  • SQL Server.

When viewing the details of these failures, you are instructed to install each of these components manually or alternatively run a full version of the installation.

This error can occur if you are attempting to install MYOB AO using the LITE version of the install from the MYOB website and you do not already have the components installed on your computer.

These components are available on the installation DVD of MYOB AO and will be installed for you when you run the installation using the DVD or if you download and install the FULL version of the install from the MYOB website.

The selected file path location is not on this computerThe location you have selected for the installation is not on this computer. Please select a file path location on this computer.
The selected file path name cannot contain any spaces

Please select a different file path location or cancel the installation to exit.

The file path you have selected for the program location contains spaces. Remove the spaces and browse to the new location.

There was a problem connecting to the databaseBefore installing, the installation wizard will attempt to log in to your existing SQL database. If the Login ID and / or password are incorrect an error message appears indicating that there was a problem connecting to the database. See The selected database is not on this computer in Database issues for more information.
The selected database is not on this computer

The selected database location is not on this computer. You must install MYOB AO on the same computer where your database is located.

Cancel the installation and re-run the installation on the same computer where your database is located.

This error may occur if you are not installing MYOB AO on the server.

Existing databases detectedThis step in the installation wizard will display any existing databases on your system. The Data column contains the name of the databases shown on the MYOB AO login window and the SQL Database column contains the name used to identify the database in the SQL Server Management program.
These routines will export all data from the files DZZTV??If you see this error - These routines will export all data from te files DZZTV?? when generating an estimate, call MYOB Support.
You have an existing SQL instance that is on a version of SQL not supported by MYOBYou have an existing MYOBACCT instance that is on a version of SQL not supported by MYOB. You will need to upgrade your SQL Server to version 2008 or later.
Machine name not uniqueSee Error: "Machine name not unique"

SQL server does not exist or access denied when opening MYOB

See Error: "SQL server does not exist or access denied" when opening MYOB

Application Template not foundSee Error: "Application Template not found"
Estimates not generating

See Refreshing the System Services links in AO

Cannot obtain unique access - other operators in taxSee Error: "Cannot obtain unique access - other operators in tax"
Running a workstation installation for Accountants OfficeSee Running a workstation installation for Accountants Office
Microsoft SQL Server 64 bit is not supported by MYOB AO" when installing MYOB AOSee Error: 'Microsoft SQL Server 64 bit is not supported by MYOB AO" when installing MYOB AO
MREGO.dll not found when opening MYOB AOSee Error: “MREGO.dll not found” when opening MYOB AO

Could not find a folder for the supplied path‏name

See Error: "Could not find a folder for the supplied path‏name"