Quotes is now available in MYOB Assist!

Question

Great news: Quotes has officially launched the MYOB Assist mobile app, making it easier to create and send quotes while on the go.

To access Quotes, make sure your MYOB Assist app is updated to the latest version.

How to update?

* iPhone: Open the App store > search MYOB Assist > tap Update
* Android: Open the Google Play store > search MYOB Assist > tap Update

Once completed the Quotes tile will appear on your Assist home screen.

What can you do with Quotes?

* Create quotes on the go
* Edit and update quotes
* Send quotes instantly via email or share options
* Track their status (sent, accepted, declined, resent)
* Convert quotes to invoices in a tap

Who can access Quotes?

Quotes in MYOB Assist is available to users in one of the following roles:

* Owner
* Administrator
* Sales

If a user doesn't have permission to create quotes in MYOB Business, they won't the Quotes tile in the Assist app.

How does Quotes layout work?

You don't need to select a layout type when creating a quote.
MYOB Assist determines the layout automatically based on what you add:

* Adding only items > uses the Combined layout in MYOB Business and the Items layout in AccountRight
* Adding only custom items without editing the unit pricing fields > uses the Services layout

This keeps quoting flexible and consistent without extra setup.

Where can I find Quotes?

Just open MYOB Assist and tap the Quotes tile in the home screen

Genreve_S · Answer

Hi @theguysthat,

Totally get where you’re coming from if you were hoping for something just for MYOB Assist. There isn’t a separate Ideas board just for the Assist app at the moment.

You can pop your suggestion on the main Ideas boards instead, depending on what you’re using:

* AccountRight: https://community.myob.com/category/accountright/ideas/myob-accountright-ideasexchange
* MYOB Business (browser): https://community.myob.com/category/business/ideas/myob-business-ideasexchange

Regards,
Genreve

theguysthat · Answer

Thanks for you feedback, however I have no idea what, where, or how the MYOB Assist board is.

Princess_R · Answer

Hi @theguysthat,

Thanks for your feedback. Not having your pre‑made Notes in the MYOB Assist app can really throw off your workflow, especially if you rely on them a lot for quotes while you’re on the go. We’re still working on improving the app to better support your business, so I’d really recommend creating a separate post on our MYOB Assist board for this feature. That way, our product team can see how important this is for you and how it would make the app much easier to use for quoting.

Cheers,

MYOB