Just these help pages, not phone support or the product itself
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In addition to the Basic setup tasks listed on the dashboard, there are a few more things you might want to set up in MYOB Essentials to make sure your business is set up correctly, and to help you manage it more efficiently.
Link your bank accounts to MYOB Essentials so that transactions are brought in automatically, direct from your bank. This saves you heaps of time in data entry and ensures that your MYOB Essentials bank transactions match those on your bank statement.
Enter any unpaid invoices or bills dated from before you began using MYOB Essentials. You'll need to re-enter the details of each original invoice or bill as a new MYOB Essentials invoice or bill.
You can backdate unpaid invoices and bills, but remember to include their amounts in the relevant accounts' opening balances. See Entering opening balances.
Note that backdated invoices and bills won't affect the opening balances of your accounts. However, payments applied to these transactions will affect your current bank balance.
If you need help with this task, speak to your accountant or bookkeeper.
You must complete this task
To ensure that your entries and balances in MYOB Essentials match the records held by your bank, make sure you complete this task if you have any unpaid invoices or bills as at the date you switched to MYOB Essentials.
You might already have chosen an invoice template and colours matching your brand. If you haven't done so already, it's a good idea to also add your company's logo to MYOB Essentials. This ensures it appears on your invoices and quotes, and helps them to look more professional.
You should create a user for each staff member who needs to sign in to your MYOB Essentials business. You can also invite your accounting advisor so they can sign in and help with your books. All users will be able to access MYOB Essentials at the same time, and there's no limit to how many users you can create.