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https://help.myob.com/wiki/x/wgDlBQ
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Before you start working in MYOB Practice, you need to complete some setup tasks. This page points you to all the information you need to get up and running, and provides suggestions about what you might want to read next to learn about all the things you can do in MYOB Practice.
The information in this tab only applies if you have MYOB Practice without MYOB AE/AO.
Access MYOB Practice
You can access MYOB Practice from any device at https://partner.myob.com.
As the primary contact, you’ll also be the Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.
Get set up
Before starting to use MYOB Practice, there are some one-time setup tasks.
| Step | Topic | Help |
|---|---|---|
| 1 | Contacts and clients setup | |
| 2 | Practice staff setup | |
| 4 | Practice information | |
| 5 | Practice defaults | |
| 6 | Online files |
Learn how to use MYOB Practice
| Topic | Description |
|---|---|
| NZ tax | Complete compliance work in MYOB Practice to take care of your client's tax obligations. |
| Portal | Portals let you share documents securely and keep your clients up-to-date. |
| Tasks | Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal. |
| Documents | Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere |
| Transaction processing | Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files. |
Need more help?
- Take our free online courses.
- Contact us (AU | NZ).
- (New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.
Access MYOB Practice
You can access MYOB Practice from any device:
- directly from your browser by visiting partner.myob.com.
- by clicking
on the toolbar of your MYOB AE/AO desktop software.
Get set up
| Step | Topic | Help |
|---|---|---|
| 1 | Contacts and clients setup | |
| 2 | Practice staff setup | |
| 4 | Practice information | |
| 5 | Practice defaults | |
| 6 | Online files |
Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.
- Practice information
- Payment options and commissions
- Editing your default portal details
- Agency details (NZ only)
- Corporate admin (AU only)
- ATO agent settings (AU only)
- Access Management
- Practice defaults
Learn how to use MYOB Practice
| Topic | Description |
|---|---|
| Complete compliance work in MYOB Practice to take care of your client's tax obligations. | |
| Portal | Portals let you share documents securely and keep your clients up-to-date. |
| Tasks | Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal. |
| Documents | Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere |
| Transaction processing | Transaction processing gives you an overview of the status of client files, lets you launch into more details and create new files. |
Need more help?
- Check the FAQ and Troubleshooting contacts help topics.
- Take our free online courses.
- Contact us (AU | NZ).
- (New Zealand only) Take a tour of the basics of using and navigating MYOB Practice.
Page last updated: 17 April 2023
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