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https://help.myob.com/wiki/x/y4zTBQ
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If you've just upgraded to the new MYOB Essentials, here's some help to get you up and running.
Now that you've been upgraded to the new MYOB Essentials, take a moment to confirm that everything is set up properly:
| Have you updated your MYOB Essentials bookmark? |
| MYOB Partners, check if you need to add users |
| Is your bank reconciliation up to date? |
| Review your bank feed rules |
| Check your sales settings and invoice templates |
| Is your chart of accounts set up the way you like it? |
| Use payroll? Check your employee details |
| Used YourPay? Check if you need to allocate YourPay timesheet hours |
Need to do a pay run now?
Find out how to get started with payroll.
Tasks you might need to do
- Check your employee details
- Set up Pay Super AUSTRALIA ONLY
- Set up family and domestic violence leave AUSTRALIA ONLY
- (If you previously used YourPay) Allocate YourPay timesheet hours
- Set up MYOB Team
- Move to Single Touch Payroll (STP) Phase 2 AUSTRALIA ONLY
Want to learn more?
Things not going to plan?
With the new MYOB Essentials, you get powerful new features, a cleaner look, more responsive experience on mobile devices and significant workflow improvements. As we've moved you to a new product, naturally some things work differently.
For a quick overview of what's new, watch this video:
If you want a detailed view of what's different, check out the following help topics:
- Learn about general feature changes after upgrading
- (Payroll users) Learn about payroll changes after upgrading
or see the free online training:
Keep track of what's new in MYOB Essentials – visit (and bookmark) the release notes.
While we do our best to make sure that your new MYOB Essentials is ready to use immediately after upgrading, we know that sometimes things don't work out. Here's some resources to help you out of a jam.
Troubleshooting help topics
These help topics address known issues or feature differences that people get stuck on:
- Fixing the invoice number sequence after upgrading
- Changing your postal address on invoices after upgrading
- Why are employee pays missing in bank reconciliation?
To access help in MYOB
At the top right of any MYOB page, click the question mark 
to open the help panel.
You'll see info relating to the MYOB page you're on, without having to leave your software. Depending on the page, you might also see some frequently asked questions or links to more detailed help topics.
MYOB is fully online software, so the help is also online within your software. No need to go searching for the relevant information in a user guide – information relevant to the page of MYOB that you're on is right there and always current (unlike a printed user manual).
| Community Forum | View topics and discuss your questions with other users of MYOB. Join the discussion. |
|---|---|
| Live Chat | You can start a Live Chat session from the Contact Us page of the MYOB website (look for the chat button at the bottom of the page).
Can't see the chat button? If you're using an ad blocker on your web browser, this might be stopping the chat button appearing. Otherwise it probably means our chat team are swamped and can't start any new chats. Try again later, or call us. |
| Submit a support request | If you have access to My Account, log in at myaccount.myob.com and click Contact support. |
| Support call | The Contact Us page of the MYOB website has phone numbers if you scroll down. Look for the product support number. There is also an overseas number if you need it. |
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