I have used MYOB desktop for 30 years and am having much trouble crossing over to the online version. Firstly, my preferred templates for invoices are not recognised in the online version so I had to make a new one. Second, why doesn't the online version recognise the shipping address put in on the desktop? Please explain how I get to put in the shipping address for the online invoicing.
Thank you for getting back to me Doreen.
I am frustrated that the desktop and online versions integrate so poorly. It is very disappointing and difficult to understand why the two systems are so dissimilar. I would have expected the transfer of customised invoices from the desktop version to the online version to be a very basic and essential feature.
I have heard from many people that Xero is easier to use than MYOB, however I have stayed with MYOB because it is what I am familiar with. If I now need to learn an entirely new MYOB online system anyway, I think I will seriously consider moving to Xero, as it appears it may be a better long-term fit for our business.
We do a lot of cash sales, so the addresses are always different. Complete waste of time and resources if you have to keep going into the customer to add address each time you need to create a cash sale invoice. The desktop and online files should be equally matched as far as I'm concerned.
Hi JennyPTA,
Totally get that the switch from desktop to online can feel clunky when you’ve been doing it your way for 30 years. The online version uses different invoice templates from desktop, so some fields don’t always appear the same way. When emailing an invoice, you can choose your template, including the templates available in AccountRight. For the shipping address, if it’s not yet added in the customer card, it’s best to add it there first. If it’s already saved on the card and still doesn’t show on the invoice, it’s best to reach out to our team so they can check what’s going on. You can contact them on Live Chat via our virtual assistant, MOCA, or by submitting a support case via My Account.
Cheers,
Doreen
