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Check your MYOB business after upgrading

Now that you've been upgraded from MYOB Essentials to MYOB Business, take a moment to confirm that everything is set up properly.

Things to check

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    Have you updated your MYOB Essentials bookmark?

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    MYOB Partners, check if you need to add users

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    Is your bank reconciliation is up to date?

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    Review your bank feed rules

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    Check your sales settings and invoice templates

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    Are your Categories (Chart of accounts) set up the way you like it?

Update your MYOB bookmark

Sign in to MYOB Business at: If you've bookmarked, you should update your bookmark.

Important information for MYOB Partners

Check if you need to add users


When we upgrade a file, we perform series of checks to ensure we grant access to the right users. As we are cautious in assigning access, occasionally a user from you practice may lose access to the upgraded file. If you need to add them back in, it's easy to do.

Some reasons why a user won't have access include:

  • You previously used the old Partner Dashboard — the Users section of the old Partner Dashboard doesn't synchronise with user access management in MYOB Business. This can mean that a user is listed in old MYOB Essentials but not in the user list in my.MYOB. We only give access to an MYOB Essentials user who is also on your my.MYOB user list. For information on what access users have, see 'How users are set up after upgrading', below.

  • The user is linked to multiple practices. We don't provide access to a user that is a member of another practice.

To check what users have access to the file, go to the settings menu (⚙️) and choose Users and permissions  see Inviting a user to your MYOB business.

If you need to add a user back in, it's easy to do from my.myob (My account > Manage online file access) — see Requesting access to a client file.

Confirm file configuration in Client Accounting


If you use AE/AO with common ledger, your upgraded MYOB Business file will be automatically configured into Client Accounting in MYOB AE/AO. But if you want to check that it has been configured, do the following.

  1. Log in to AE/AO using the practice login details.

  2. Open the client whose ledger you've upgraded.

  3. Click the Client Accounting tab.

  4. You'll see the following 3 messages if the upgraded file has been reconfigured correctly :

    1. Balance Forward Accounts have been copied from Old Essentials.


    2. Your Client's custom account group mappings have been linked with the new ledger configuration. Review your account group mappings before generating reports.


    3. We've migrated your client's Essentials ledger and have updated your configuration settings. Open the workpaper/Trial balance and select Refresh ledger balances.


  5. On the right side under the Configured Ledger details, the Ledger type will show MYOB Essentials (new).

To give access to users for an MYOB Business file, see To give a staff member access to a new-version MYOB Essentials file

Check your bank reconciliation

Bank reconciliation in the upgraded business will be based on the last completed reconciliation in your old software. It's a good idea to verify that it's up to date.

To check that bank rec is up to date


Go to Banking > Reconcile accounts. On the Reconcile accounts page.

If the business uses bank feeds, check that all bank feed transactions have been received for the period you want to reconcile, and that they've been matched or categorised or entered into MYOB Business.

If something doesn't look quite right, it may be that there was a bank rec that was saved, but not completed, in MYOB Essentials – only completed bank recs are migrated to MYOB Business during the upgrade.

If that's the case, you will need to redo the bank rec.

For the steps on doing a bank rec in your new MYOB Business, see Reconciling your bank accounts.

Review your bank feed rules

There are a lot more useful features in bank feed rules, but there's also a bit more we're still working on. This can affect whether your old rules work in MYOB Business, so it's worth checking them.

To check your bank feed rules


From the Banking menu, choose Bank rules to open the Bank rules page.

Bank rules

Check the list of rules. If you need to view or edit the setup of a rule, click its name. See Managing rules.

Some words in conditions may be skipped


Migrated rules that have the condition Contains and 'DEPOSIT', 'WITHDRAWAL', 'BANK CHARGES', or 'INTEREST CHARGES' may not match new transactions in MYOB Business. In the old MYOB Essentials, such words would identify what transaction types to create from the rule.

But in MYOB Business, this is not automatically done, even though some banks still include these words in bank feed transaction descriptions. So it's a good idea to check any rules that may have these conditions. In order for these rules to match new transactions, you'll need to edit your rule conditions to remove these words, or replace them with other words that appear in the bank transaction.

The reason for this change is that in MYOB Business you can now create rules for specific transaction types, such as Spend money and Receive money, Bill and Invoice rules. So MYOB Business no longer looks for such identifying words in a rule's conditions.

New things you can do with rules

  • You can now choose if the rule will apply to all bank accounts or to a specific bank account.

  • You can assign a contact to the rule.

  • And you can enter a description to automatically appear in transactions created from the rule.

See Creating rules.

Automatic matching is turned on by default. But you can turn it off, or unmatch transactions that have been automatically matched – see Learn about general feature changes after upgrading. You should also learn more about how matching works in your new MYOB Essentials.

Check that invoicing is set up for your needs

Depending on how you get customers to pay you, there may be some things you need to set up or customise.

Your online invoices from old MYOB Essentials will be brought across into MYOB Business. However if they haven't yet finished coming across, you may see an error message when you try to view them. You'll be able to access them once they've been brought across — so, try again later. 

Set up the new MYOB Invoice app


Check sales settings and invoice templates


The Sales settings page (click the settings menu (⚙️) and choose Sales settings), lets you customise your business's invoices, quotes and statements, payment terms, emails and How-to-pay details.

For example, you can set a default payment due date in invoices:

Default payment terms

You can also customise the appearance of your invoices, quotes and statements by choosing a pre-designed template and selecting the colours you want to use. The layout you choose for your invoices and quotes will automatically be used for all invoices you print and send to your customers until you decide to change it.

For more information, see Sales settings.

Do you allow customers to mail you payments by cheque through the post? You may need to add your postal address to your invoices — see Changing your postal address on invoices after upgrading.

There is a limit of four thousand characters in default email text in MYOB Business. If you notice that your default email messages are being truncated, it might be because you're over that limit.If you have a lot content you currently put in your default email messages, such as legal notices, and the content is online, you can add a link to it in your default email text:See Set up default emails.

Default invoice email text in new MYOB Essentials with a link to online content

Look over the Categories (Chart of accounts)

Review the Categories (Chart of accounts) to make sure it's set up the way you like it

To review the Categories (Chart of accounts)


Go to the Accounting menu > Categories (Chart of accounts).

To view, edit or delete an individual category, first click its Name.

To edit multiple categories, click Edit categories.

To delete multiple categories, select them and then click Delete categories.  

Need to delete a category? If you have a duplicate category or category you don't need, you can delete it if:

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    has never been used in a transaction

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    has no journal entries

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    has a zero balance

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    is not a linked category

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    is not linked to a pay item

Instead of deleting a category you can deactivate it.

For more information, see Adding, editing and deleting categories.

Learn more about what's different in MYOB Business

For more information on the upgrade of MYOB Essentials to MYOB Business:

Need some help?

Contact our support team and we'll be happy to help.