Powerful new features,
improved workflows,
flexible pricing, and more
We’re upgrading MYOB Essentials.
Here’s what you need to know.
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.
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.
Using MYOB Essentials with Payroll?
If you’re using payroll functionality, there’s a few things you should consider checking beforehand (such as finishing any saved pay runs).
If you currently use MYOB’s Super Portal, we recommend you familiarise yourself with the new way you’ll pay super after the upgrade is complete.
If you use YourPay to track timesheets, check that your employees have completed and saved any timesheets. Consider setting up MYOB Team to continue managing timesheet hours and payslips after your upgrade.
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.
How will I know once my file has been upgraded?
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.