Powerful new features, improved workflows, extensive reporting and more.

We’re upgrading MYOB Essentials. Here’s what you need to know.

Pre-upgrade preparation

Your upgrade will happen automatically, but before it does there are a
few pre-upgrade tasks you need to complete for a smoother transition.

Pre-upgrade tasks

Make sure you complete all bank reconciliations​

For a smoother upgrade, we recommend you get into the habit of completing all bank reconciliations.​

Incomplete, or 'Saved', transactions will not be migrated during the upgrade.

Learn more

Complete Bank Reconciliations
Check users

Check users (for Practices only)​

When a file is upgraded, all current users will be migrated; this means any users who have been invited to the file.​

Therefore, we encourage you to review your contacts and clean up any old users that haven’t been removed.​

Learn more

Check your credit card bank feeds

If you have a credit card bank feed linked to an asset account, you should change it to link to a liability (Credit Card type) account.

Learn more

Check your credit card bank feeds
Check users

How will I know once my file has been upgraded?​​

Once your file has been upgraded, you will receive an email notification. When you sign in to Essentials you’ll see the new dashboard and be guided with in product prompts to guide you through key changes.