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.
MYOB Assist user access
A user’s role in your MYOB file controls what they can access in the MYOB Assist app.
If you want someone to use the app but not access your MYOB business, assign them the Field role only. It’s ideal for staff working on the go who need to create quotes, send invoices or capture receipts.
You can also combine Field with other roles to give access to both the app and parts of your MYOB business.
Some roles also enable users to access MYOB Assist app functions. Below is a summary.
Other roles that can access MYOB Assist functions
Anyone who has access to your MYOB file can use MYOB Assist to capture and upload receipts or bills. Access to other functions in the app depends on their role. Some functions are only available to specific roles.
Role | Capture expenses | Create & send invoices | Manage customers |
|---|---|---|---|
Administrator | Yes | Yes | Yes |
Accountant / Bookkeeper | Yes | Yes | Yes |
Sales | Yes | Yes | Yes |
Purchases | Yes | No | Yes |
Banking | Yes | No | Yes |
Contacts | Yes | No | Yes |
More about user roles and permissions
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.
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 AccountRight company file, so you can review and report on everything later.
MYOB Assist is included with your AccountRight 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 AccountRight, 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 In Tray in AccountRight, 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 add both items and services to invoices and quotes in MYOB Assist using the Services and items layout (invoices and quotes created in this layout will be read-only when you open them in AccountRight desktop).
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 AccountRight, so there’s no double‑handling.
You still need to do some things in AccountRight
MYOB Assist is designed for quick actions on the go, not full setup or detailed administration. You’ll still use AccountRight to:
set up your sales settings, invoice and quote templates, and payment terms
manage tax codes and accounts
maintain detailed customer and contact cards (for example, credit limits and additional contact details)
set up and manage user roles and access
review and reconcile bank transactions, and run reports.
MYOB Assist user access
A user’s role in your AccountRight company file controls what they can access in the MYOB Assist app.
If you want someone to use the app but not access your company file, assign them the Field role only. It’s ideal for staff working on the go who need to create quotes, send invoices or capture receipts.
You can also combine Field with other roles to give access to both the app and parts of your company file.
Some roles also enable users to access MYOB Assist app functions. Some functions are only available to specific roles and permissions.
Other roles that can access MYOB Assist app functions
MYOB Assist function | Required AccountRight role / permission |
|---|---|
All MYOB Assist features | Administrator or Accountant / Bookkeeper role |
Manage invoices and take payments | In the Sales role > Sales tab permissions, enable: • Receive Payments (Read & Write) • Sales (Read & Write) • Sales & Purchases Information (Read & Write) • Sales Command Centre • Sales Register |
Capture and upload photos of expenses | Banking tab permissions, enable In Tray |
Create and edit customers | Cards tab permissions, enable Customer Cards |
More about user roles and permissions
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.