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
Anyone who has access to your MYOB file can download and use MYOB Assist to capture and upload receipts or bills (except the Payroll role). But there are roles you can assign users to control the parts of MYOB Business and MYOB Assist users can access.
Manage your user roles in MYOB Business by clicking the settings (⚙️) menu > Users and permissions, then click a user's name.
The 'Field' role gives app-only access
Assign the Field role if you want someone to use all features in MYOB Assist but not access your MYOB business file. It’s ideal for staff working on the go who need to create quotes, send invoices or capture receipts – but not access your MYOB business file.
Other roles that can access MYOB Assist functions
If a user needs to access all features in MYOB Assist and parts of your MYOB business, you can combine Field with other roles.
Here's a summary of the MYOB Business roles you can assign and the MYOB Assist features it gives access to.
Role | Capture expenses | Create & send invoices and quotes | 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 |
Payroll | No | No | No |
Field (app access only - see above) | Yes | Yes | Yes |
More about user roles and permissions
Get the MYOB Assist app
Download MYOB Assist from the App Store (iOS) or Google Play (Android) or scan the QR code with your phone:
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
you’ve been invited to that business and accepted the invitation, and
created your MYOB account.
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.
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
Anyone who has access to your AccountRight online company file can download and use MYOB Assist to capture and upload receipts or bills (except the Payroll role). But there are roles you can assign users to control the parts of AccountRight and MYOB Assist users can access.
Manage user roles in AccountRight from the Setup menu > User Access.
The 'Field' role gives app-only access
Assign the Field role if you want someone to use all features in MYOB Assist but not access your AccountRight company file. It’s ideal for staff working on the go who need to create quotes, send invoices or capture receipts – but not access your AccountRight file.
Other roles that can access MYOB Assist functions
If a user needs to access all features in MYOB Assist and parts of your AccountRight company file, you can combine Field with other roles.
Here's a summary of the AccountRight roles you can assign and the MYOB Assist features they give access to.
Role | Capture expenses | Create & send invoices and quotes | Manage customers |
|---|---|---|---|
Administrator | Yes | Yes | Yes |
Accountant / Bookkeeper | Yes | Yes | Yes |
Sales | Yes | Yes | Yes |
Purchases | Yes | No | Yes |
Banking | Yes | No | Yes |
Cards | Yes | No | Yes |
Payroll | No | No | No |
Field (app access only - see above) | Yes | Yes | Yes |
Role permissions can affect MYOB Assist access
In AccountRight, each role has additional permissions to give you more control over company file access.
What are role permissions?
As shown in the example below, the Sales role has associated permissions for Accounts, Banking, Business Insights, etc.
Check role permissions in AccountRight from the Setup menu > User Access > Manage Roles tab.
Some permissions can affect MYOB Assist access. So if a user with a role other than Field is having trouble using a function in MYOB Assist, check the following AccountRight role permissions.
If a user needs to do this in MYOB Assist | Check these AccountRight role permissions |
|---|---|
Manage invoices, quotes 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 | In the user's role > Banking tab permissions, enable In Tray |
Create and edit customers | In the user's role > 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) or scan this QR code with your phone:
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 AccountRight
MYOB Assist and AccountRight work together:
When you create an invoice or quote in the app, it appears in your sales list in AccountRight. 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 In Tray in AccountRight so you can review, change details (like tax codes or categories), and link it to a bank transaction.
When you update customers or items, those changes sync back to AccountRight so you see consistent contact and product details.
You can start a task in MYOB Assist, then finish it later using AccountRight 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.