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New Zealand only
This information only applies if you have both MYOB Practice and MYOB AE/AO.
If a client no longer requires your services, you can close the client in MYOB AE/AO and prevent them from appearing on the contact list, on bulk creation of tax notices and on the Data reconciliation pages.
Follow the steps below in AE/AO and MYOB Practice to close the client.
You need to perform the steps in this order so the clients don't incorrectly appear in Compliance.
In AE/AO, click the Contacts icon. The Find Clients tab appears.
In the Search For field, type the client name or code and click Search. The client record appears.
Double-click the client name to open the record. The client's Main tab appears.
In the Tasks bar, click Close client. AO - Providing there is no unbilled wip or outstanding debtor balance, the client closes. Closed appears on the client page, next to the client name. AE - The message This action will close all open assignments appears. Click Yes. The client closes. Closed appears on the client page, next to the client name.