This procedure is only for MYOB Partners who don't use MYOB AE/AO.
Click Clients in the side navigation bar, and then click Create client.
Select the client type – whether they’re an individual, company or other organisation.
(Optional) Assign a code to the client. This comes in handy when you have clients with similar or identical names. You can search for a client by name or code in most lists. For example, if you have two clients named Mark Webber, you can assign them unique codes, such as MW1 and MW2 to distinguish them.
Enter the client’s name and contact details.
After creating the client, you can click the email address to create a new email with your device’s default mail application. If you’re accessing the client’s details from a phone, or have software such as Skype on your PC, you can click the phone number to quickly make a call.
Enter the tax details like ABN, TFN and WPN. These are needed for pre-filling activity statements from the ATO.
You can also add a client from the Transaction processing page. Click Link/Create client for a file and in the dialog that appears, click create a client. Some of the client's details will be prefilled using information contained in the MYOB Essentials or AccountRight file.
Creating a client if you use MYOB AE/AO
The contacts you've set up in your MYOB AE/AO desktop software will appear in the Contact list in MYOB Practice. You can't create or edit contact and client details in MYOB Practice, but any changes you make in your practice desktop software will sync automatically, so you're always viewing the most up-to-date information.