your clients’ accounts and banking working together. online

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Your clients’ accounts and banking working together. Online.

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Your clients’ accounts and banking working together. Online. MYOB LiveAccounts. What is it? Easy to use accounting solution Available online, anytime Linked to your bank accounts Ideal for sole traders, start ups and smaller businesses. MYOB LiveAccounts. What can it do? - PowerPoint PPT Presentation

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Page 1: Your clients’ accounts and banking working together. Online

Your clients’ accounts and banking working together. Online.

Page 2: Your clients’ accounts and banking working together. Online

MYOB LiveAccounts

What is it?

Easy to use accounting solution Available online, anytime Linked to your bank accounts Ideal for sole traders, start ups

and smaller businesses

Page 3: Your clients’ accounts and banking working together. Online

What can it do?

Create Invoices Track Expenses Calculate Pay Manage GST Track Banking Manage Contacts Produce Reports

MYOB LiveAccounts

Page 4: Your clients’ accounts and banking working together. Online

Who is LiveAccounts for?

Small and simple businesses

Businesses wanting anywhere, anytime access

Businesses with little accounting knowledge

Not keen on updates and backups

Businesses new to accounting software

Page 5: Your clients’ accounts and banking working together. Online

What are the benefits to the practice?

We can work on the same data, at the same time – no more file transfers

We can access a client’s business data whenever, wherever we need to

Linking their accounts and their banking means we get better data

Having access to current information means we can deliver proactive advice

MYOB LiveAccounts

Page 6: Your clients’ accounts and banking working together. Online

LiveAccounts ProductOverview

Page 7: Your clients’ accounts and banking working together. Online

Key business information at a glance

See what’s happened since the client last logged in

Page 8: Your clients’ accounts and banking working together. Online

Key business information at a glance

Current status of who owes the client money

Page 9: Your clients’ accounts and banking working together. Online

Key business information at a glance

The client’s top 5 expenses

Page 10: Your clients’ accounts and banking working together. Online

Key business information at a glance

Current status of the client’s bank accounts

Page 11: Your clients’ accounts and banking working together. Online

Easy invoicing

See who has paid and who hasn’t

Page 12: Your clients’ accounts and banking working together. Online

Safely email or post invoices

Page 13: Your clients’ accounts and banking working together. Online

Invoice is sent as a PDF

Get paid faster by emailing invoices to

customers

Page 14: Your clients’ accounts and banking working together. Online

Invoice is sent as a PDF

Sent straight to the customer’s inbox

Page 15: Your clients’ accounts and banking working together. Online

Straight-forward expense tracking

Know exactly when the client’s expenses are due

Page 16: Your clients’ accounts and banking working together. Online

Keep a close eye on the $$$s

Snapshot on the money flowing in and

out of the client’s business

Page 17: Your clients’ accounts and banking working together. Online

Linking your bank accounts

Linking their bank accounts means no data entry & regular payments are

automatically allocated

Page 18: Your clients’ accounts and banking working together. Online

Managing the business contacts

Record all of the business contacts in one place

Page 19: Your clients’ accounts and banking working together. Online

Pay yourself or your team

Pay themselves or their employees weekly,

fortnightly or monthly

Page 20: Your clients’ accounts and banking working together. Online

Does the maths for you

Calculates tax, Kiwisaver and any additions and

deductions

Page 21: Your clients’ accounts and banking working together. Online

Print or email payslips

Updates LiveAccounts with the pay run entries too

Page 22: Your clients’ accounts and banking working together. Online

Easy to use reports

Over 20 reports available from Profit and Loss, Balance Sheet to GST

and more.

Page 23: Your clients’ accounts and banking working together. Online

Available anytime Available anywhere Always up to date Always backed up

The benefits of online include:

Page 24: Your clients’ accounts and banking working together. Online

Safe, secure and backed up

Safe Secure Backed up Password Protected

Page 25: Your clients’ accounts and banking working together. Online

All you need for one low price

Always up to date Unlimited access Unlimited invoices and expenses Unlimited linked bank accounts Unlimited support Unlimited users Safe and backed up

$25per monthincl. GST

Page 26: Your clients’ accounts and banking working together. Online

Getting a client started is easy

Go to myob.co.nz/liveaccountsto start a free 30 day trial

Page 27: Your clients’ accounts and banking working together. Online
Page 28: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre Overview

Page 29: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Access all of your LiveAccounts clients

from one place

Page 30: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Access important information on how to

get started and rewarded

Page 31: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Create a LiveAccounts ledger for a client before

handing over to them

Page 32: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Request access or invite a business to use

LiveAccounts

Page 33: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Manage invitations to access LiveAccounts

ledgers here

Page 34: Your clients’ accounts and banking working together. Online

LiveAccounts Admin Centre

Create as many users as you need

Page 35: Your clients’ accounts and banking working together. Online

Getting Started

Page 36: Your clients’ accounts and banking working together. Online

Getting Started1. Become a LiveAccounts Advisor at

myob.co.nz/liveaccounts/advisorsIt’s FREE to join!

2. Join the LiveAccounts rewards program to get rewarded for recommending LiveAccountsIt’s FREE to join!

3. Access the LiveAccounts Advisor materials for a range of promotional tools and materials

4. Promote LiveAccounts to suitable clients

Page 37: Your clients’ accounts and banking working together. Online

More information?

• Visit the LiveAccounts websitemyob.co.nz/liveaccounts

• Chat online or send an email to the LiveAccounts team at myob.co.nz/liveaccounts/support

• Talk to your MYOB client manager or evangelist

Page 38: Your clients’ accounts and banking working together. Online

Your clients’ accounts and banking working together. Online.