Setting up and getting started with MYOB Practice

https://help.myob.com/wiki/x/wAXlBQ

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Before you start working in MYOB Practice, you need to complete some setup tasks. This page gives you 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.

You can also learn more about MYOB Practice.

You can access MYOB Practice if you're an:

I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device:

directly from your browser by visiting partner.myob.com.
by clicking the cloud on the toolbar of your MYOB AE/AO desktop software.

Before starting to use MYOB Practice, click the links below to set up your MYOB Practice

Topic	Help
All about setting up MYOB Practice (AU and NZ)	Getting started with Practice Tax - AU Setting up MYOB Practice tax - NZ
Permissions settings for your MYOB Practice users.	Roles and permissions - AU Roles and permissions - NZ
Portals let you share documents securely and keep your clients up-to-date.	Portal Editing your default portal details
Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.	Tasks
Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere.	Documents Setting up documents profiling within MYOB Practice
Transaction processing gives you an overview of the status of client files and lets you launch into more details, and create new files.	Transaction processing
Practice information	Agency details (NZ only) ATO agent settings (AU only)

I'm a Partner program member

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.

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Topic	Help
Setup your clients and contacts and add their online files, prepare activity statements.	Creating clients and contacts Grouping families, clients and companies Creating Associations
Give and restrict access to your employees	Adding or removing users Restricting user access to clients
Set up all your portal, payment options for the MYOB files.	Payment options and commissions Setting up your portal options Editing your default portal details
Setup your document profiles, and customize email preferences	Setting up notification preferences Setting up documents profiling within MYOB Practice
Create MYOB online files or learn how to request access to clients' files.	Creating an online file Requesting access to a client file

Need more help?

Take our free online courses.
Contact us (AU | NZ).

Page last updated: 27 April 2023

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I'm an Accountants Enterprise/Accountants Office (AE/AO) user

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