It'll be sad to see you go, but if you need to cancel your MYOB subscription we're here to help.
As cancelling your subscription can involve security risks, it can only be done by the primary contact on your MYOB account. This is typically the person who set up the subscription.
Business needs changed? If your needs have changed, consider switching to a lower-cost plan instead.
Need access to past transactions? If you want to look up past transactions or access documents after your access ends, you’ll need download the information before your access ends. See below for details.
Another option is to move your file to a read-only plan. This lets you continue viewing past transactions and documents in MYOB. Contact us to check whether read-only access is available for your MYOB product.
How to cancel your subscription
You can cancel your subscription by calling us on 0800 422 135.
If you call outside MYOB business hours (9am to 5pm, Monday to Friday). you'll need to leave your details so we can call you back.
Before your access ends
Your MYOB business contains financial information and other records you may need to keep for future reference or to meet your record-keeping obligations.
Before your access ends, make sure your records are up to date and download the information you may need later.
If you’re unsure what to keep, check with your accountant or adviser.
Complete final payroll and customer tasks
Do these first so the information you download is up to date and MYOB no longer sends automated messages to your customers.
If you use payroll, pay any outstanding super payments.
If you use payroll, finalise your Single Touch Payroll information so the ATO knows you'll no longer submit payroll information from MYOB. Save the YTD verification report when you complete the finalisation.
Turn off invoice reminders and unpaid invoice summaries.
Download your financial and payroll reports
Your reports provide a record of your business activity. The easiest way to save them is to create a financial report pack. A report pack combines the reports you select into a single PDF, so they’re easier to download, store and refer to later.
If you use payroll, create a separate payroll report pack. This lets you use the correct dates for each payroll year.
Financial reports: run the pack for each completed financial year you need, then run it from the start of the current financial year to your final transaction date.
Payroll reports: run the pack for each completed payroll year using 1 July to 30 June, then run it from 1 July to your final pay date for the current payroll year.
Add the following reports to each pack.
Report pack | Add these reports | Tips |
Financial reports | • Balance sheet | Create this pack for every business. Only add Items register summary if you track inventory. |
Payroll reports | • Payroll summary | Include all employees and super funds when you run it. |
Download customer and business information
Save the details and documents you may need to refer to later. Document aren’t included in reports packs, you’ll need to download these separately. You only need to download documents you don’t already have as a paper or electronic copy stored elsewhere.
For report-based lists, open the report, choose the filters you need, then select Export > Excel. The file is saved to your Downloads folder.
Record | Includes and location | Tips |
Categories list | Your categories, tax codes and balances. Reporting > Reports > Business reports > Categories list | Include all category levels. |
Contacts | Customer, supplier and personal contact details and current balances. Reporting > Reports > Business reports > Contacts | Include every contact type you use. Save an Excel copy so you can search or filter the list later. |
Items list and Stock on hand | Item details, suppliers, prices, quantities and inventory value. Reporting > Reports > Inventory reports | If you track inventory, export both reports at your final date. |
Uploaded documents | Receipts, supplier invoices and other source documents attached to bills or spend money transactions. Open the transaction, select the attachment, then download and save the document. | Only download documents you don’t already have as a paper or electronic copy stored elsewhere. |
Before your access ends, open a sample of the downloaded files to check they contain the information you need. Store the files securely and keep a backup in a separate location.
Need some help?
Click the chat bubble below and ask MOCA, our virtual assistant, for help. If MOCA can't help, you'll be guided to other support options, including live chat. You can also submit a support request in My Account.
FAQs
Can I restart my subscription after cancelling it?
You can restart your subscription within 90 days of cancelling it. This means you'll be able to continue using your MYOB product without having to start a new one.
If it's been more than 90 days since you cancelled your subscription, you'll need to sign up for a new subscription and create a new MYOB file. Contact us if you need help. More about restarting your subscription
It'll be sad to see you go, but if you need to cancel your MYOB subscription, we're here to help.
As cancelling your subscription can involve security risks, it can only be done by the primary contact on your MYOB account. This is typically the person who set up the subscription.
Business needs changed? If your needs have changed, consider switching to a lower-cost plan instead.
Need access to past transactions? If you want to look up past transactions or access documents after your access ends, you’ll need download the information before your access ends. See below for details.
Another option is to move your file to a read-only plan. This lets you continue viewing past transactions and documents in MYOB. Contact us to check whether read-only access is available for your MYOB product.
How to cancel your subscription
You can cancel your subscription by calling us on 0800 422 135.
If you call outside MYOB business hours (9am to 5pm, Monday to Friday). you'll need to leave your details so we can call you back.
Before your access ends
Your MYOB business contains financial information and other records you may need to keep for future reference or to meet your record-keeping obligations.
Before your access ends, make sure your records are up to date and download the information you may need later.
If you’re unsure what to keep, check with your accountant or adviser.
Complete final payroll and customer tasks
Do these first so the information you download is up to date and MYOB no longer sends automated messages to your customers.
If you use payroll, pay any outstanding super payments.
If you use payroll, finalise your Single Touch Payroll information so the ATO knows you'll no longer submit payroll information from MYOB. Save the YTD verification report when you complete the finalisation.
Turn off invoice reminders and unpaid invoice summaries.
Download your financial and payroll reports
Your reports provide a record of your business activity. The easiest way to save them is to use the browser version of your AccountRight company file to create a financial report pack. A report pack combines the reports you select into a single PDF, so they’re easier to download, store and refer to later.
If you use payroll, create a separate payroll report pack. This lets you use the correct dates for each payroll year.
Open your company file in a browser, run a report pack and download the PDF.
Financial reports: run the pack for each completed financial year you need, then run it from the start of the current financial year to your final transaction date.
Payroll reports: run the pack for each completed payroll year using 1 July to 30 June, then run it from 1 July to your final pay date for the current payroll year.
Add the following reports to each pack.
Report pack | Add these reports | Tips |
Financial reports | • Balance sheet | Add Items register summary only if you track inventory. |
Payroll reports (if required) | • Payroll summary | Include all employees and super funds when you run it. |
Download customer and business information
Save the details and documents you may need to refer to later. Document aren’t included in reports packs, you’ll need to download these separately. You only need to download documents you don’t already have as a paper or electronic copy stored elsewhere.
Record | Includes and location | Tips |
Accounts | Your account numbers, names, types, tax codes and other account details. File > Import/Export Assistant > Export data > Accounts | Select Add All to include all available fields. |
Cards (contacts) | Customer, supplier, employee and personal contact details. File > Import/Export Assistant > Export data > Cards | Export each card type you use. Select Add All to include all available fields. |
Items | Item numbers, descriptions, suppliers, prices, costs and other item details. File > Import/Export Assistant > Export data > Items | Select Add All to include all available fields. The financial report pack includes inventory movements and values if you added Items register summary. |
In Tray documents | Receipts, supplier invoices and other source documents attached to purchases or spend money transactions. Open the transaction, select Enlarge on the attachment, then click Save and name the PDF. | Only download documents you don’t already have as a paper or electronic copy stored elsewhere. |
Before your access ends, open a sample of the downloaded files to check they contain the information you need. Store the files securely and keep a backup in a separate location.
Need some help?
Click the chat bubble below and ask MOCA, our virtual assistant, for help. If MOCA can't help, you'll be guided to other support options, including live chat. You can also submit a support request in My Account.
FAQs
Can I restart my subscription after cancelling it?
You can restart your subscription within 90 days of cancelling and pick up where you left off.
If it's been more than 90 days, you'll need to sign up for a new subscription and create a new MYOB file. More about restarting your subscription.