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  • Adding a client business

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  1. Click the My cashbooks icon at the top right. The My cashbooks page appears.
  2. Click Add a new business.
  3. In the form that appears, enter the Business name, and a valid ABN number (if you’re in Australia) or a GST number (if you’re in New Zealand).
  4. Enter a client code to identify the business. The code can be up to 8 characters in length, and can contain alphabets and numbers. No spaces or symbols can be used.

    HTML Comment
    hiddentrue

    The code can be up to 8 characters in length, and can contain alphabets and numbers. No spaces or symbols can be usedIn the next version, we'll be introducing a new format for the code.

  5. Choose how you want to set up your accounts:
    1. You can choose to start with an accounts template,by choosing the relevant option from the Select accounts template list. A template is a set of readymade accounts that you can start with—you can always add, edit and delete accounts later on.

      Tip
      Tip: To see what accounts are included in a particular template, click the Show template preview link. The account list will appear below.
    2. If you want to import your own accounts list, in the Select accounts template list, choose I want a blank template.

      Info
      Note: Blank templates do come with a few system accounts (liability and equity accounts) that are required for MYOB Essentials Cashbook to work correctly.
  6. Click Add business.
    If you chose a blank template at Step 4 above, go to Importing an Account list.