Forum Discussion

TIMMULLER's avatar
TIMMULLER
Contributing User
1 year ago
Solved

Business Documents - Desktop & Online

I use both the online and the desktop version of MYOB account right. 

I am happy with the document templates in the online version - Quotes, Orders, Invoices.  

It was easy enough to add a logo, and all the required information is on the template it provides (you cant seem to edit it much anyway).  

Am I missing something that this online document template, is not syncing back to the desktop version?  Do I really have to go and create it again if I want consistency in document design across the desktop and web version of MYOB?

 

  • Hi TIMMULLER , you are not missing anything, the two sets of forms are mutually exclusive. And the features available in both are different; however, if you are happy with the online form, then you should be able to create a similar form in the desktop version. Going the other way might be more of an issue. 

1 Reply

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User
    1 year ago

    Hi TIMMULLER , you are not missing anything, the two sets of forms are mutually exclusive. And the features available in both are different; however, if you are happy with the online form, then you should be able to create a similar form in the desktop version. Going the other way might be more of an issue. 

Looking for something else?

Search the Community Forum for answers or find your topic and get the conversation started!

Community home

Learn:

Level up your skills using MYOB software.

Find help guides and technical solutions for all MYOB products here

Explore video tutorials for our software at the MYOB Academy here

 

Dig into MYOB Academy for free courses, learning paths and live events to help build your business with MYOB.