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Check your MYOB business after upgrading

Now that you've been upgraded from MYOB Essentials to MYOB Business, take a moment to confirm that everything is set up properly.

Things to check

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    Have you updated your MYOB Essentials bookmark?

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    MYOB Partners, check if you need to add users

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    Is your bank reconciliation is up to date?

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    Use payroll? Check if there any post-upgrade payroll tasks you need to do

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    Review your bank feed rules

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    Check your sales settings and invoice templates

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    Is your chart of accounts set up the way you like it?

Watch this quick overview of your new MYOB Essentials:

Update your MYOB bookmark

Sign in to MYOB Business at: app.myob.com. If you've bookmarked essentials.myob.com, you should update your bookmark.

Important information for MYOB Partners

Check your bank reconciliation

Bank reconciliation in the upgraded business will be based on the last completed reconciliation in your old software. It's a good idea to verify that it's up to date.

Using MYOB Business with payroll?

Your can start paying staff right away after upgrading but before doing your first pay, it's worth checking your employee information, such as pay periods and whether you need to submit new employee details to IR. If your employees used YourPay to submit timesheets, you'll need to switch to MYOB Team if you want them to do this in MYOB Business.

For all the details, see Post-upgrade payroll tasks.

Review your bank feed rules

There are a lot more useful features in bank feed rules, but there's also a bit more we're still working on. This can affect whether your old rules work in MYOB Business, so it's worth checking them.

Automatic matching is turned on by default. But you can turn it off, or unmatch transactions that have been automatically matched – see Learn about general feature changes after upgrading. You should also learn more about how matching works in your new MYOB Essentials.

 

Check that invoicing is set up for your needs

Depending on how you get customers to pay you, there may be some things you need to set up or customise.

Look over the chart of accounts

Review the chart of accounts to make sure it's set up the way you like it

Learn more about what's different in MYOB Business

For more information on the upgrade of MYOB Essentials to MYOB Business:

Need some help?

Contact our support team and we'll be happy to help.