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Get started with Client Accounting in MYOB Practice Compliance

Sync your client ledger, customise financial reports and add access for your staff

Client Accounting in MYOB Practice Compliance is an AI-powered, cloud-based platform for accountants that integrates with various online accounting systems, including Xero, and QuickBooks.

  • Sync your client ledger live and reduce manual errors.

  • Automate working papers workflows and streamline your accounting work

  • Prepare financial and management reporting and provide data insights for advisory services.

Setting up Client Accounting

These setup steps can only be done by a Client Accounting administrator. If you're the administrator, you'd have received a confirmation email from MYOB.

Add users and create styles

Go to compliance.myob.com and use your MYOB credentials to access Client Accounting

  • Add users: Create users and customise their access levels.

  • Create styles: Use our pre-configured report bundles available to add styles and customise the reports for your practice by adding logos, colours, headers, footers, etc.

Set up financial reporting and sync client data

Go to partner.myob.com and use your MYOB credentials to log in to Practice Compliance.

  • Set up financial reporting for your client: Choose the client you want to prepare financial reports for. This includes MYOB AE/AO clients who are synced into Practice Compliance.

  • Sync a ledger to your client: After you’ve set up financial reporting in Practice Compliance, choose the ledger you want to sync. This can be a cloud-based ledger or add data manually using Excel or a CSV file.

What to do next?

Now that you’ve set up Client Accounting and linked the ledger, map your chart of accounts so you can start working on your workpapers and financials.