Australia only
The MYOB Assist app helps you stay on top of quotes, invoices and expenses when you’re away from your desk. Use it to quickly send invoices and quotes, capture receipts and supplier invoices, and keep your contacts up to date – all from your phone.
The app syncs with your MYOB Business file, so you can review and report on everything later.
MYOB Assist is included with your MYOB Business subscription so there's no extra cost to use it.
Take care of business on the go
Use MYOB Assist for day-to-day tasks, like:
Creating and sending invoices
Create customer invoices from your phone as soon as a job is done, then send them by email, SMS or other messaging apps. Invoices use your business details and branding from MYOB Business, and GST is calculated for you.
Creating and managing quotes
Create quotes while you’re on site, then send them straight to customers. Track the status (for example, Sent, Accepted or Declined), and convert accepted quotes to invoices when the work is confirmed.
Capturing receipts and supplier invoices
Snap photos of receipts or supplier invoices as you get them. MYOB Assist sends them to your uploads in MYOB Business, ready for you (or your advisor) to review and match to transactions. Multi‑page documents are supported.
Working with your customers and items
Add new customers on the spot, or select existing ones. You can also add items and services to invoices and quotes, using the same combined layout you see in MYOB Business.
Getting paid faster
If you use online payments, customers can pay directly from the invoices you send from the app. Anything you create or edit in MYOB Assist is synced back to MYOB Business, so there’s no double‑handling.
You still need to do some things in a browser
MYOB Assist is designed for quick actions on the go, not full setup or detailed administration. You’ll still use MYOB Business to:
set up your sales settings, invoice and quote templates, and payment terms
manage tax codes, categories and bank accounts
maintain detailed customer and contact records (for example, credit limits and additional contact details)
set up and manage user roles and access
review and reconcile bank transactions, and run reports.
Who can use MYOB Assist
Anyone who has access to your MYOB Business file can use the MYOB Assist app, but a user's role controls which app functions they can use. If a user has the Administrator, Accountant/Bookkeeper or Sales role, they can access all of the features in the MYOB Assist app:
Get the MYOB Assist app
Download MYOB Assist from the App Store (iOS) or Google Play (Android).
After installing, open the app and sign in with your MYOB login (the same email and password you use for MYOB in a browser).
Choose the business you want to work with.
You’ll see the same online businesses in the app that you can access in a browser. If you can’t find your business in the list, check that:
your subscription is active, and
you’ve been invited to that business and accepted the invitation.
How MYOB Assist works with MYOB Business
MYOB Assist and MYOB Business work together:
When you create an invoice or quote in the app, it appears in your sales list in MYOB Business. You can edit it further, record payments, or include it in your usual reporting.
When you capture a receipt or supplier invoice, it’s sent to your uploads in MYOB Business so you can review, change details (like tax codes or categories), and match it to bank transactions.
When you update customers or items, those changes sync back to MYOB Business so you see consistent contact and product details.
You can start a task in MYOB Assist, then finish it later using MYOB Business without having to re‑enter data.
Troubleshooting
If you're having trouble or looking for some tips, use the help icons ? in the app. To find answers or ask questions about MYOB Assist, try the Community Forum.