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Learn

Level up your Solo skills with Solo Learn. Your go-to hub for quick tips, expert insights, and handy how-tos!

Learn

Level up your Solo skills with Solo Learn. Your go-to hub for quick tips, expert insights, and handy how-tos!

Getting Started With Solo

Solo Hot Tips
Hey there, Solmates! 🚀 We’re beyond hyped to have you here! If you're part of Solo, you're officially a Solmate. 💜 That means you're part of a community that’s all about support, sharing wisdom, and—let’s be real—a slight vendetta against spreadsheets. Whether you’re here to drop knowledge, ask burning questions, or just…
Connected Accounts - Getting Started
We’d love to say linking your bank to Solo is effortless, but the reality is that some banks are still catching up with open banking. Every bank operates a little differently, but we’ve done the legwork to help make the process as smooth as possible for you. There’s a lot of info here, but don’t worry—we’ll walk you…
Solo Starter Kit
Hey Solmates! We know getting started with a new app can feel a bit overwhelming, so we’ve put together something to make your Solo journey a whole lot smoother - check out the 👉 Solo Starter Kit 🎉 This handy kit walks you through the essentials, from signing up to Solo right through to setting up your invoices, expenses,…

Money In

Remove 'Ship To' in a Few Clicks!
No products to ship? Let’s ditch that “Ship To” section! You shouted it from the rooftops, and we made sure to listen! If shipping details have no place on your invoices, here’s how to make them disappear for good: 1️⃣ Head to More → Customers & Suppliers 2️⃣ Select the customer or supplier you want to edit 3️⃣ Tap the ✏️…
Saved Items 101: 💾
Creating invoices on the fly just got a whole lot easier. Whether you’re invoicing the same service again and again or just want to save time (and typing), saved items is here to help. Ready to get started? Let’s roll. 🚀 First Time? Here’s How to Get Rolling Never used this feature before? No sweat—we’ll have you up and…
No-fuss invoicing with Solo by MYOB
No-Fuss Invoicing: Create Invoices in Seconds with Solo by MYOB Want to get paid faster without the admin drama? With Solo’s no-fuss invoicing, you can whip up professional invoices in just a few taps. Use your saved items and services, set your payment terms, and send invoices your way: email, text, Messenger, WhatsApp……
Return to Sender - Emails not Sending? 📧‼️
Have you ever prepared an invoice, only to attempt sending it and you encounter an error like this one: Error: Failed to send email Adding a reply-to email 📧 We've been there - we find this error usually occurs when you try to send the invoice email, but there's no reply-to email address (this lets your customers email you…
Level Up Your Invoice Templates
Launched a rebrand? Changed your logo? Want to add some new season flair to your invoice templates? We've got you! We've collated some details below on how to level up your invoice templates by customising logos, details, and more! Check it out 👇 Customising your invoice look In Solo, we've added some invoice customisation…
GST your way - Learn about your new pricing superpower 🦸
Hi Solmates! @Liz-Solo and I shared the good news earlier about your brand-new GST superpowers, here’s the full lowdown on everything you need to know about GST in Solo. Before you dive in: if you’re not registered for GST and your Solo is set up that way, you can skip this for now — these settings won’t apply. But GST…
Hot Tip: Using Units Like a Pro
Do you charge by the hour? Sell multiple units of the same item? Heads up: you don’t need a new saved item for every scenario. If you tried to cover 1 hour, 2 hours, 2.5 hours, 3 hours… that items list could get real long, real fast Here's how you do it: Step 1 Save your item with a single unit price and tell Solo how it’s…
Hot tip: Got a $0 invoice automatically marked as paid?
Don’t accidentally “lock” your invoices 👀 If you’re the type who likes to whip up a placeholder invoice first and fill in the real details later, this bit’s for you. If you save an invoice with $0 owing (for example, with no items added yet), Solo assumes it’s paid and helpfully marks it as such. Which means… you guessed…
Hot Tip: How to edit an invoice!
Let’s talk invoices and editing, because Solo is clever… and it’s also strict, because we all want to keep things nice and compliant. Here’s the deal: The customer name on an issued invoice? Locked. Once it’s sent, that name is living there rent‑free forever A fully paid invoice? That bad boy is also locked. You cannot…
Saved Notes: Less typing, more doing
Ever find yourself typing the same thing on every invoice? An NDIS number, a rego, a job reference, or that one note you always include? Yeah… it gets old fast. That’s where Saved Notes come in. Save up to 10 notes and reuse them whenever you need, no more retyping, no more copy-paste. How it works: There are two ways to…
Invoice Template - Make it your own!
Give your Invoices a personal touch Your invoice is more than a payment request, it’s a snapshot of your business. A clear invoice can help customers recognise your brand, find the details they need (like the services you provided and how to pay you), and make getting paid that little bit easier. In Solo, you can customise…
From contact to invoice
Ever been filling out a contact’s information in Solo and wondered what actually makes it onto your invoice? You're not alone, and knowing the answer can save you a lot of head-scratching, especially if a client has specific information requirements before they'll accept an invoice. Here's the full breakdown. 👇 Individual…
NDIS optimisations for invoices
If you’re invoicing NDIS participants through Solo, you’ve probably bumped into the reality that: Plan managers and portals can be very picky about how info is laid out and what info must be included. But you might have also noticed that Solo’s got the right mix of flexibility and features to meet these precise…
Win more work on the spot, with Quotes in Solo!
Ready to quote on the go? Watch this quick how-to and start sending professional quotes, so customers can say yes on-the-spot. No more scribbling details on the back of a napkin or needing a laptop. Just open Solo, tap Create Quote, add the job details, photos or attachments and send it while the job’s still hot.…
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.…

Money Out

Reimbursements: How-To
Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! Are you a Solmate who buys bits and pieces for your clients? Need to get reimbursed and wondering how to handle it in Solo? We've got you covered! 💡 First things first, you'll need to set up two categories: 👉 Tap More > scroll down to…
Snap 'n Track Expenses
Snap 'n Track Expenses: Say Goodbye to Crumpled Receipts! Tired of scrambling through receipts and paperwork? With Solo’s snap 'n track expenses feature, just take a photo and let us do the rest. Organise your expenses, separate personal and business, and ensure everything’s in the right tax category. Solo even handles…
Who has snagged themselves a Bunnings PowerPass?
Hey Solmates, hands up if you’ve snagged yourself a Bunnings PowerPass for work. (Yeah, we thought there might be a few of you.) Good news: if you’ve already got yourself a PowerPass, you can now use Solo’s Supplier Connect feature to make your life easier. Bills and receipts from Bunnings go straight into MYOB, no data…
Did you Know: you can split an expense.
Ever bought something that’s part office supplies, part coffee, and part “oops, personal use”? Yeah… we’ve all been there. That’s where splitting an expense comes in. It keeps your records tidy and your reports honest. When to use receipt capture vs manual entry Use receipt capture (photo, PDF) when: You’ve got a clear…

Connected Accounts

Connected Accounts
Connected Accounts: Banking on auto-pilot Take the hassle out of tracking payments—Solo’s Connected Accounts feature puts your banking on autopilot! Link your bank account, and Solo will automatically match payments to your invoices and expenses. All you need to do is review and approve. Easy, efficient, and time-saving! 📌…
Connected Accounts - Getting Started
We’d love to say linking your bank to Solo is effortless, but the reality is that some banks are still catching up with open banking. Every bank operates a little differently, but we’ve done the legwork to help make the process as smooth as possible for you. There’s a lot of info here, but don’t worry—we’ll walk you…
3 Things Connected Accounts Can (and Can’t) Do for You
Managing your business finances can be a headache, but what if you could take some of that stress off your plate? Connecting Solo to your bank account helps you keep your records up to date, improves financial visibility, and reduces manual admin—saving you time to focus on what you do best. ✅ What Connected Accounts Can…
OTP Ghosting you?
Was your OTP silent? or was it silenced? If you're setting up Connected Accounts in Solo and waiting for an OTP (one-time password) from your bank that never shows up… you’re not alone. Some banks send OTPs via their app, but others send them via SMS, and that's where things can get a bit messy. We’ve seen cases where the…
Opening Banking Sign up: Can't see your account?
When you’re linking your bank account to Solo, sometimes the account won’t appear or you’ll hit an error. Don’t stress, it usually comes down to a few simple things. ✨ General requirements You need to be 18 or older A valid mobile number is required (used for your One-Time Password) Online Banking must be set up 👥 Joint…
Keeping your connected account data flowing smoothly in Solo
Hey Solmates! You might have spotted a new message in your Solo app letting you know your connection is about to expire and a prompt directing you to renew your connection. You'd be right in thinking “Hang on… didn’t I already do this?” — but fear not! This is simply part of how open banking works in Australia. Every 12…
Connected Accounts: Helpful Tips for onboarding
We’ve noticed a few common questions about connecting accounts, so here’s some handy tips to help you understand what’s happening behind the scenes and what to expect. 🔗 We use Open Banking (not traditional bank feeds) When you connect your bank account in Solo, we use secure Open Banking technology via Adatree. That…
Connected Accounts: Day to Day tips
Using the Same Bank Account for OIP/TTP 💳 If you’re using Online Payments (OIP) or Tap to Pay (TTP), here’s a quick pro tip. Make sure you’re using the same bank account for: Your OIP/TTP settlement account Your Connected Account in Solo Keeping all three aligned helps Solo line up your payouts with your bank transactions,…
Solo's got brains. Here's what it's doing behind the scenes 🧠
Did you know Solo has some seriously smart tech built right in? We're talking AI that learns how you work, spots patterns, and quietly handles the admin you'd otherwise have to do yourself. Here's what's going on behind the scenes. 👇 Smart matching that actually gets you 🧠 Solo's AI-powered smart matching is doing a lot…

Solo Money

Introducing Solo Money – a new way to manage your business, right inside Solo
A new version of Solo is now available in the Apple App Store and Google Play Store. Update Solo to access the newest release. Hey Solmates! Something new has landed in Solo! A business bank account designed to help you keep your business finances sorted all in one place. Solo Money is now available for eligible Solo…
Solo Money - Getting Started 🎥
Spending your days jumping between apps just to stay on top of your cash flow? Did you know Solo has Admin, Banking and Payments built in? With Solo Money, you can sign up for your own business transaction account and see all your numbers in one place. No more juggling apps, Solo bringing banking and business admin…

Online Payments & Tap to Pay

Tap to Pay: Android
Tap to Pay: Accept Secure Payments Instantly—No Extra Hardware Needed! Tap to Pay lets you accept secure, contactless payments straight from your phone—no extra hardware, no hassle. Just smooth transactions and instant cash flow. 💳 Set up in minutes 📲 Get paid instantly 🔒 Secure and seamless Ready to go? Set up Tap to Pay…
Tap to Pay: iPhone
Tap to Pay: Accept Secure Payments Instantly—No Extra Hardware Needed! Tap to Pay lets you accept secure, contactless payments straight from your phone—no extra hardware, no hassle. Just smooth transactions and instant cash flow. 💳 Set up in minutes 📲 Get paid instantly 🔒 Secure and seamless Ready to go? Set up Tap to Pay…
Online Payments Made Easy
Faster payments, happier customers, and way less admin? Yes please. With Online Payments in Solo, your customers can pay you directly from their invoice, or in person with Tap to Pay—no chasing, no awkward follow-ups. Here’s everything you need to know to get up and running. 💡 What Is Online Payments? Online Payments is a…
Solo's got brains. Here's what it's doing behind the scenes 🧠
Did you know Solo has some seriously smart tech built right in? We're talking AI that learns how you work, spots patterns, and quietly handles the admin you'd otherwise have to do yourself. Here's what's going on behind the scenes. 👇 Smart matching that actually gets you 🧠 Solo's AI-powered smart matching is doing a lot…

Settings & Reporting

TPAR Made Simple
If you pay contractors, there’s a good chance the ATO wants to hear about it. But don’t stress—Solo’s got your back with built-in support for TPAR (Taxable Payments Annual Reporting). Here’s everything you need to know to stay compliant (without the chaos). 🤔 What’s TPAR, anyway? TPAR is a yearly report that some…
Get sorted for tax time: EOFY webinar 2025
Get sorted for tax time with Solo by MYOB - EOFY webinar 2025 Missed our live webinar? Catch up with our free 30-minute webinar where we’ll walk you through everything you need to wrap up the financial year like a boss (minus the stress). Whether it's your first EOFY, you're new to Solo by MYOB, or you're just side-eyeing…
GST your way - Learn about your new pricing superpower 🦸
Hi Solmates! @Liz-Solo and I shared the good news earlier about your brand-new GST superpowers, here’s the full lowdown on everything you need to know about GST in Solo. Before you dive in: if you’re not registered for GST and your Solo is set up that way, you can skip this for now — these settings won’t apply. But GST…
Changed your GST registration? Let’s get Solo back in sync 💃
Businesses change. Circumstances change. GST registration? Yep — that can change too. If you flip from not registered for GST to GST registered (or the other way around), there are a few things you’ll need to tweak in Solo so your records stay neat, tidy, and accountant-approved. Don’t stress. We’ve got you. Hot tips…
Business settings: Where your business info lives.
Business settings is where all your core business details hang out. Keeping this up to date keeps everything running smoothly, from your GST registration status flowing through the app, to making sure the right info shows on your invoices Where to find Business settings Open the Solo app on your phone. Tap More in the…
Understanding the Profit and Loss Report
The Profit & Loss report in Solo gives you a quick, no-nonsense snapshot of how your business is tracking, what’s come in, what’s gone out, and what’s left over. No spreadsheets from 2003. No guesswork. Just the numbers that matter. It runs on cash flow, so we only count money when it’s actually hit your account (or left…
Invoice Template - Make it your own!
Give your Invoices a personal touch Your invoice is more than a payment request, it’s a snapshot of your business. A clear invoice can help customers recognise your brand, find the details they need (like the services you provided and how to pay you), and make getting paid that little bit easier. In Solo, you can customise…
GST Report in Solo: Know your numbers without the headache
If you want a quick, clear view of the GST you’ve collected and paid over a set period, the GST Report is the place to start. It pulls together your business activity and shows your GST position in a simple breakdown, so you can see what’s been happening. Note: This report is only visible if your business is set up as…
Understanding the Transaction List Report
If you’re trying to get a clear view of what’s happened in your business over a certain period, the Transaction List report is a great place to start. It gives you a simple, line-by-line breakdown of all transactions for your business within the timeframe you choose. The report brings together activity from your bank and…
GST return report: Get your BAS figures together without the guesswork
Need a clearer picture of your GST activity before you tackle your BAS? The GST return report is a great starting point. It pulls together your GST figures for a selected period and presents them in a clean summary format, the kind that can make reviewing your return a lot less painful. ⚠️ Heads up: This report only shows…

Everything Else

Sign in with facial or fingerprint recognition
Turn on fingerprint or facial recognition, so you can skip having to enter your username and password every time you sign in. Go to More > App settings > Enable biometrics and switch it on. You can also disable facial and fingerprint recognition from the same place.
Trouble signing Into Solo? Here’s some tips for getting back in
Getting locked out of your account is frustrating to say the least! The good news? We can help you get back in quickly with just a few details. Here’s what to do if you’re stuck on the sign in screen. 💬 Step 1: Contact Us From the Sign in Screen If you can’t sign in, tap the ? Help signing in link on the opening…
Troubleshooting Tips: Everyday Device Glitches
Sometimes phones likes to throw us tiny curveballs - nothing serious, just a little adventure! We’ve put together a few general troubleshooting steps you can try to help get things back on track: Trouble signing in The app running a bit slower than nomral Buttons or screens not behaving quite as expected Features looking a…