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Get updates and helpful resources about Solo by MYOB for accountants and bookkeepers
Featured Content
We’re excited to announce the launch of Solo Money, a business bank account built into Solo.
What is Solo Money?
A dedicated business bank account built into Solo. Your clients can s...
We have an exciting update!
Your clients can now invite you to collaborate on their Solo file to get them tax-time ready. Once they send the invite, you’ll be able to access it via the MYOB browser...
Hi everyone,
For advisors who are used to our MYOB Business software, there are some differences in the terminology used in the Solo app. Your experience accessing the solo file in the brows...
Featured Content
Hi all, You have questions, and we've got the answers! Check it out here
How are the returns integrated and filed with ATO? Click here
Can I export data for providing advanced rep...
MYOB Solo
I have a new client and have started him on Solo, and he has invited me into the file. However, I cannot see the bank transactions, but I can see all the transactions via the find transactions function. I need to see the bank transactions to reconcile the bank and make sure I have captured all the income and expenses. Have I missed something?
Undeposited fund account
Hi, I am new in MYOB solo and access Solo from my laptop. I used Bank\Receive money\undeposited funds account (asset) to record multiple cash sales. This sums up with $1840. $1,840 was deposited into our bank account and bank transaction in Solo showed this amount. However I don't know how to clear the undeposited funds account. Thanks for your reply
Preparing client BAS and looking for Solo app visibility
Hi there, I am working with a client on SOLO but finding the bookkeeper access very limited especially when trying to do quarterly BAS, help & ascertain where they are having issues. Not having access to the APP itself is VERY unhelpful to see the USER options & menus available i.e. setting up bank rules etc. Is there a plan to add this to the Bookkeeper access as it would help us to support our clients and also help us recommend SOLO? PS I have access to competitor appsFrequently asked questions - Accountants and Bookkeepers
1 MIN READ Hi all, You have questions, and we've got the answers! Check it out here How are the returns integrated and filed with ATO? Click here Can I export data for providing advanced reporting / or across group reporting where I manage the entities? Click here Can a Solo operator share their file with an accountant similar to Lite, Pro and AR? Click here Who is responsible for customer support if clients encounter issues, and will accountants have a role in troubleshooting? Click here Can the Solo customer share data with me? Click here Can accountants assist with data corrections or oversight? Click here Will bookkeepers be able to collaborate with accountants who are supporting the same client, or will data sharing be restricted? Click here How can a bookkeeper and accountant receive support for a Solo file? Click here How does Solo handle unique situations like cash-based transactions, adjustments, or errors, which bookkeepers typically manage? Click here If we start to see more common questions coming up from our customers and our community, I'll do my best to keep this page updated. Thanks! MikeSolo Money has arrived
2 MIN READ We’re excited to announce the launch of Solo Money, a business bank account built into Solo. What is Solo Money? A dedicated business bank account built into Solo. Your clients can stop sifting through their personal bank statements trying to find business transactions. $0 monthly account keeping fees on active Solo Money accounts* It’s free to set up a Solo Money account and there are no ongoing account keeping fees* Apply in minutes Solo users can jump into the Solo app and hit Solo Money to apply. If they’re approved, they can get their own PayID and a Solo Business Debit Card ready to add to their digital wallet. What does this mean for your clients? Less juggling of apps – bringing banking and business admin together. How do they apply? To speed an application up, Solo users need to make sure they have these things handy: ABN Business details Driver’s licence or passport Your clients need to have the latest version of the Solo app to access Solo Money. If they can't see it, they can check for updates or switch on auto updates to always stay ahead. Please note you won’t be able to able to apply on your client’s behalf. The Solo Money account is distributed by MYOB Australia Pty Ltd (ABN 13 086 760 198, Australian Financial Services License 241059) and issued by Great Southern Bank, a business name of Credit Union Australia Ltd (ABN 44 087 650 959, Australia Financial Services Licence 238317). The information provided is factual only and does not consider your personal needs, objectives and circumstances. Our disclosure documents, including a Target Market Determination for the Solo Money account, can be found on our website. * If the account has a balance of less than $500, a fee of $10 per month will apply unless at least one transaction is made in a 6 month period (other than transactions initiated by us, such as crediting interest or debiting fees and charges).Other fees may apply. See terms and conditions for full details.Solo starter kit
1 MIN READ Want to help your new Solo client get up to speed faster and use all of the Solo features? We've got you covered! Here's an easy getting started guide Share this link with any Solo clients you're working with, so they can download and maximise the benefits of using Solo by MYOB.
Customer Sales Reports
I need to create a report of the created invoices in Solo Browser. The only way is to click on the three dots and select the Customer Sales in the Invoices Screen. The Solo software has a bug and it directs me back to the main Dashboard Screen when I click the Customer Sales Report. Does anybody know how to fix this issue?
Terminology comparison: Solo vs MYOB Business
1 MIN READ Hi everyone, For advisors who are used to our MYOB Business software, there are some differences in the terminology used in the Solo app. Your experience accessing the solo file in the browser will use all of the terms you are familiar with. But your soloist using the app will see some different terms that are more their style. Invoices are still called invoices Bills (MYOB Business) are referred to as 'Unpaid expenses' in the Solo app Please take the time to view the full list here Save or bookmark the file above for easy future reference as well. Cheers, MikeGST Setting on sign up
Why is there no option to state that a business is not registered for GST when they sign up with Solo? As a bookkeeper I spend an extra hour of set up (non-billable) working on a clients chart of accounts returning them all to N-T status before changing their status back to unregistered. This however does not allow for the removal of 'Tax Inclusive' and Tax Exclusive' from the invoices and such which is causing confusion for the clients and may lead to incorrect data in case of audit and mislabelling of data for clients and their clients or when the Tax agent uses the data to complete tax returns. Solo is an amazing app for small business. But it needs to stop assuming the world is registered for GST and allow the client to decide this fact on start-up to ease issues and confusion at a later date. My Micro client, who is in the red at current, will now be sending Tax Invoices that include tax notes like included or excluded and GST notes even though they are likely never going to need to register.
