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Setting up and getting started with MYOB Practice

What is MYOB Practice?

A set of online collaboration tools for accountants and bookkeepers to manage daily tasks with everything in one place. Want to know more? Read all about MYOB Practice.

Before you start working in MYOB Practice, you need to complete some setup tasks. This page gives you all the information you need to get up and running and learn all things you can do in MYOB Practice.

Accessing MYOB Practice

You can access MYOB Practice if you're an:

I'm an Accountants Enterprise/Accountants Office (AE/AO) user

You can access MYOB Practice from any device:

  • directly from your browser by visiting partner.myob.com.

  • by clicking the cloud on the toolbar of your MYOB AE/AO desktop software.

Before starting to use MYOB Practice, click the links below to set up your MYOB Practice.

Topic

Help

Enable Contacts sync: By syncing your contacts, you can access and sync your client's contact data from MYOB AE/AO in MYOB Practice.

Contact Sync 

All about setting up MYOB Practice (AU and NZ).

Getting started with Practice Tax - AU

Setting up MYOB Practice tax - NZ

Permission settings for your MYOB Practice users.

Roles and permissions - AU

Roles and permissions - NZ

Portals let you share documents securely and keep your clients up-to-date.

Portal

Editing your default portal details

Tasks are requests for information or approval, and you assign them to your clients. Clients respond or give their approval using their client portal.

Tasks

Storing documents in MYOB Practice is a powerful way to keep important client documents together and accessible from anywhere.

Documents

Setting up documents profiling within MYOB Practice

Transaction processing gives you an overview of the status of client files and lets you launch into more details, and create new files.

Transaction processing

Practice information

Agency details (NZ only)

ATO agent settings (AU only)

I'm a Partner Program member (without AE/AO)

You can access MYOB Practice from any device at https://partner.myob.com.

As the primary contact, you’ll also be the Administrator, which means you can give others access to MYOB Practice if you want. Other users you invite will need to log in to https://partner.myob.com with their own MYOB accounts.

Before starting to use MYOB Practice, there are some one-time setup tasks you'll need to do at a practice level.

Topic

Help

Set up your clients and contacts and add their online files, prepare activity statements.

Creating clients and contacts

Grouping families, clients and companies

Give and restrict access to your employees.

Adding or removing staff in MYOB Practice

Restricting user access to clients

Set up all your portal, payment options for the MYOB files.

Payment options and commissions

Setting up your portal options

Editing your default portal details

Set up reward preferences and payment profiles.

Selecting Partner Program reward preferences

Set up your document profiles, and customise email preferences.

Setting up notification preferences

Setting up documents profiling within MYOB Practice

Create MYOB online files or learn how to request access to clients' files.

Creating an online file

Requesting access to a client file

Need more help?