https://help.myob.com/wiki/x/QDCEAQ
Once you start doing work for a contact, they cannot remain as a contact in the database. They must be changed to a client so that the work you do for them can be tracked and charged.
A Contact is only accessed by their name as they don't have a code. When they are converted to a client, you must allocate a Client code.
Find and open the contact. See Finding and opening clients and contacts.
Click Convert to client on the Tasks bar. The Convert contact to client window opens.
Enter a client code for the contact in the Code field. The code must be a unique entry in the database or an error message is displayed.
Click OK. The Convert contact to client window closes. The contact is changed to a client. A Client page displays the contact as a client.
Complete the information in each tab for the new client as required.
Finding and opening clients and contacts
Changing client names and codes
Deleting a client (Not available in AO New Zealand)
Changing clients into contacts (Not available in AO New Zealand)
Changing contacts to suppliers
Viewing all clients and contacts in a family group
Deleting a contact (Not available in AO New Zealand)
Unfortunately, we won't be able to respond to your feedback. Please don’t enter any personal information—if you need urgent help, contact our support team instead.
We’d love to know what worked so we can keep improving our help. Please don’t enter any personal information—if you need more help, get in touch with our support team.
e.g. How to delete an invoice.
Just the online help, not phone support or the product itself.
Copyright 2018 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.