Downsizing my MYOB Plan to Solo

btgmgment

I Think my friend has set me up on a plan which is too much for my small business.

I am an onsite manager and caretaker, generating 1 or 2 invoices a month, entering some expenses each month and require vehicle mileage monitoring.

How can I move my plan please?

Jared-Solo

Hey there @btgmgment , thanks for reaching out 👋

Based on what you've shared, it sounds like Solo could be a good fit,especially if you're only sending one or two invoices a month and want something simple to track your expenses. That said, there are a few trade-offs worth knowing up front, like how we handle vehicle kilometres.

 

Solo doesn’t include a built-in logbook or auto-trip tracking. But if you’re using the ATO’s logbook method, you can absolutely keep using those compliant tools outside the app, then record the outcome in Solo. I need to emphasise that we always recommend having a quick chat with your accountant or bookkeeper for the official advice on how to record these for tax purposes — the Solo community team can't do advice, just friendly guidance.

 

One other thing to note: if you do decide to switch from a different MYOB plan, there’s no direct data migration into Solo. It’s not impossible to get up and running, but there is a bit of manual setup involved at first.

 

I'm sure you have some follow up questions before making the leap, so we're standing by to help you collect all the info you need to make the best choice for you and your business. 📈