Share Your Ideas
Got a game-changing idea? Share it, vote on what matters, and help shape the future of Solo. Your input drives real improvements!
How to cancel subscription?!
I cancelled my subscription last week however today I receiced an email today saying my subscription will be renewed on 1/11/26. I have gone back to check my cancellation and only have the option to resubscribe which would suggest that my cancellation attempt did indeed work. But why the renewal email? I am trying to speak with a human via chat but every time I ask to speak with someone, the conversation doesn’t continue and my comments are ignored. It seems this is just how MYOB does things in the hope that they can extract another payment from people, despite them trying to cancel. Does anyone have any clues on how to actually resolve this issue? I’m currently going around in circles and don’t know how to actually speak to anyone about cancelling.
Sole trader tips and tricks: Come swap notes!
Even with all the world’s knowledge at our fingertips, sometimes what we need is some good advice from a real human! Being a successful sole trader takes more than just balancing your books (though that is super important). It’s the people, the plans, the learning, the juggling, and all the things you never knew you’d need to think about. It all plays a part in helping you and your business thrive! We in the Community Team might be able to give you great pointers on how to get the most out of Solo, but when it comes to living life as a sole trader, we all know that you guys are the real experts 😉 So, we want to hear from you! Because an internet search can help with a lot of things, but it just can’t beat sharing experiences, Solmate to Solmate 💜 If you’re a seasoned sole trader with a plethora of knowledge What are your best "I wish I knew this earlier" tips? What has been the biggest game changer for you while running your business? If you’re a newbie who’s still finding their feet as a sole trader What has been your steepest learning curve? Got any questions for the seasoned sole traders that Google just can’t tackle? Over to you, Solmates: what’s worked, what hasn’t, and what are you still trying to figure out? Tell us in the comments; no question or lesson is too small 🫶Vote for Quotes!
Hey Solmates! 😎 We’ve seen a bunch of you asking if you can create quotes in Solo. Right now, that’s a no-go—but that could change! 🚀 If this feature would make your life 100x easier, smash that vote button and drop a comment! 🗳️💬 Tell us how you’d use it, what you’d love to see, and why it matters to you. The more votes it gets, the closer it gets to landing on our roadmap. Let’s bring this to life! ✨
Make Switching to Solo Simple and Seamless
It would be amazing to have a tool that lets me quickly transfer invoices, contacts, and expenses from my old accounting system or excel when I start using Solo. This would make onboarding so much smoother and really encourage businesses like mine to switch over.
My Transaction report is not correct
I have just generated my Transaction List Report for the last financial year to give to my accountant and I have realised that there are mistakes in it. The July 1 2025 opening balance is around $6000 less than the bank balance. This means that every subsequesnt Opening and Balance figure in the report is incorrect by the same amount. Also the dates for each transaction do not always match the date shown in my corresponding bank statement. Is this a known issue and in so, how do I fix it?
Cannot delete or add payment categories
Hi, I have two issues with payment categories: There are duplicate categories for "solo money account". They are identical, so I want to delete duplicates, but when I try I get the following error: "Unable to delete this category. This category has transactions or it's needed for your accounting purposes". I assume this is because there are some expenses codes to the category. Is there any way to work around this? I have added a payment category for my superannuation fund. It appears in my "all categories" list in settings, but does not appear as an option when trying to record an invoice payment. What am I not doing here? Thanks Sean.Welcome Solmates: Introduce yourself here!
If you’ve just joined Solo (or have just found our community), you’re in the right place. This community is for swapping ideas, and getting unstuck as we build our things: side projects, businesses, careers, whatever the mission is. To kick things off, we’d love if you could drop a quick hello below and tell us a bit about you. No pressure—just enough so we can put a person to a username. Where are you joining from? What are you working on right now? What’s one thing you’d love help with (or can help others with)? And for fun: what’s your go-to focus soundtrack / snack / ritual when digging into the Work-Work? Have a look around, jump into any thread that grabs you, and if you’re not sure where to start—this one’s perfect. We’ll be keeping an eye out and saying hi back. Over to you—say hi 👇 (hot tip: we’ll start a new one of these every few months)Quoting
So i was trying to send a quote today, i added in all labour and materials ( had to manually add a 20% margin on to each material, kinder annoying and time consuming) then when i went to send the quote i couldn't see a button on how to alter the way my client would see it. Because i dont want them to see the prices of labour and all materials individually. Is there a way to send quote when they just get one price which is the total of the labour and materials instead off a full breakdown of the price but also allow me to see the full breakdown so when its time to do the job its easy for me to organise ordering materials and setting aside the right amount of time? cheers Hugo
Upload receipts from OneDrive direct to SOLO
Hi, I often have receipts that I upload to a business folder in my OneDrive as I purchase on behalf of the business owner, and when I get to checking expenses in the SOLO if the receipt is missing, I can then attach it, however there is no option to upload direct from OneDrive. It would be great in the future if we that could be an option as it would cut down several steps. thanksExpense Search ideas
Hi, I would like to offer some suggestions in regards to the search function, in expenses. MYOB SOLO. it would be very helpful if we could search for an expense using a custom date range, this would be so helpful, as currently I need to scroll all the way through the year to look for transactions that do not appear when I search for specific $ amount or via keywords.Copy an invoice: Save yourself the typing!
Need to send an invoice that’s basically the same as one you’ve already sent? Don’t build it from scratch. Copy it and save yourself the time. Copying an invoice creates a new invoice using the details from an existing one, so you can make a few tweaks and get on with your day. How to copy an invoice Head to Money in. Scroll down and tap View all invoices. Open the invoice you want to copy. Tap More, then Copy. Solo will create a new invoice using the same customer, items, discounts and note to the customer. Give the details a quick once-over, make any changes you need, then tap Save. And that's it. No retyping the whole thing. 🙌 What gets copied? Solo carries over the bits you’d probably rather not type out again: Customer details Items Discounts Note to the customer Before you send it A copied invoice is a new invoice, so there are a couple of things worth checking before you hit send. The new invoice will have: Today’s issue date A new invoice number Give the customer, invoice details, payment terms, due date and amounts a quick check to make sure everything is looking spot on. Need to change the due date? When you copy an invoice, the issue date updates to today’s date. This can also change when your customer is due to pay. If you’re using a custom date, the due date will default to 7 days, so make sure you double-check the dates before sending. Want to change it? Just tap Payment terms, update the dates, then tap Save. One other thing to know: your copied invoice will get a new invoice number, which continues on from the last invoice you created. Once everything looks good, send it straight away or save it for later. Copy. Tweak. Send. Done.
Duplicate Bank Transactions
I have an open support ticket now for nearly 6 weeks regarding a systemic bank feed duplication glitch in MYOB Solo. My accountant cannot file my compliance paperwork or do my books due to the volume of duplicates. I need a Bank Feeds Specialist to escalate this and wipe the duplicate feed stream between 1 July 2025 until today’s date immediately. I am continuously being told a that it is being worked on and need to get my tax down. Can you please sort this out by Friday. Thanks Nic
