We’re upgrading Essentials to a new platform, giving you access to new features and more frequent updates, improved workflows and a cleaner, mobile-responsive experience.

There are some tasks you’ll need to complete to prepare your file for the upgrade. We recommend you read through these pre-upgrade tasks, to ensure your business is ready.

The new Essentials gets the job done and more. Now with improved features, a new look and reorganised menus, and easier workflows. To find out more, see the key changes to your file and visit the help pages below to see what’s new.

• Invoices
• Accounts
• Banking & transactions
• Running reports
• Payroll

For a guided walkthrough on all of these changes and more visit MYOB Academy.

You can access it through app.myob.com. Remember to update your bookmark.

Access your full list of businesses through app.myob.com.

Once your file has been upgraded you’ll need to complete these onboarding tasks

• Is your bank reconciliation is up to date?
• Review your bank feed rules
• Is your chart of accounts set up correctly?
• Personalise your business with settings
• Set up invoice templates

If you use Payroll:

• Check your employee pay periods
• Get familiar with new Pay items
• Learn about updated leave calculations
• Manually send new employee details to IR
• Using YourPay for timesheets? Set up MYOB Team

Click on the links below for help with the following common questions:

• My reports aren’t providing the right information, how do I customise these?
• How do I print off reports and invoices?
• My report settings don’t seem to be saving when I refresh the page, what do I need to do?
• View past pay runs and pay slips
• What is the process for bank reconciliations?
• How do I download and use the new Invoices app?