Get started with Client Accounting in MYOB Practice

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

Client Accounting in MYOB Practice 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. 

Accessing Client Accounting

You can access client accounting using your MYOB credentials.

• Simply go to compliance.myob.com and sign in with your MYOB credentials.

• You can also access client accounting from MYOB Practice after you’ve linked a client ledger to a client.

  • Open the client and go to Client workspace > Financial reporting.

Setting up

Before you begin, you need to do some set-up steps in Client Accounting to help you get started.

In Client Accounting

• Add a new MYOB Business sync: As an administrator, you’ll get an email with the link to setup your practice in Client Accounting.

• 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.

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

In MYOB Practice

• Link a client from MYOB Practice: Manage all your clients in MYOB Practice so you get streamlined workflows and securely collaborate with your clients. This includes MYOB AE/AO clients who are synced into MYOB Practice.

• Sync a ledger to your client: After you’ve linked your client from MYOB Practice, sync your MYOB Business, Xero or a Quickbooks ledger.